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Imprint Wealth LLC

● SEC registered since 2022CRD 322130SEC# 801-126084Mount Pleasant, SC
Export (members)
Reg. AUM
$107.2M
Employees
7
Accounts
373
Location
Mount Pleasant, SC

Imprint Wealth LLC assets under management

Imprint Wealth LLC operates as an SEC-registered investment adviser based in Mount Pleasant, SC. The firm has been registered since 2022. It reports $107.2 million in regulatory assets under management and employs 7 people.
View on SEC.gov ↗

Imprint Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Erik Robert Flegal ControlManaging PartnerUnder 5%2024
Family Fortune Financial LLC ControlMember (100% Owner)Over 75%2024
Jeffrey Andrew Smith ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Imprint Wealth LLC manage?

Imprint Wealth LLC reports $107.2 million in regulatory assets under management on its Form ADV.

How many employees does Imprint Wealth LLC have?

Imprint Wealth LLC reports 7 employees.

Where is Imprint Wealth LLC located?

Imprint Wealth LLC is based in Mount Pleasant, SC and has been SEC-registered since 2022.

Does Imprint Wealth LLC disclose fund performance?

Imprint Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address375 N Shelmore Blvd., Suite 2b, Mount Pleasant, SC 29464
Phone(843) 834-314-4313
Office hours8:30a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$59.2M
Non-discretionary$48M
Total (RAUM)$107.2M