Wealth Manager
    Manages Private Funds

    Impact Wealth Management

    Registered investment advisor · Sioux Falls, South Dakota · CRD #324168

    Assets Under Management
    $104M
    Client Accounts
    453
    Employees
    5
    CRD Number
    324168
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Impact Wealth Management

    Impact Wealth Management is a registered investment advisory firm headquartered in Sioux Falls, South Dakota, managing approximately $104M in regulatory assets across 453 client accounts. The firm's full regulatory record is filed with the SEC under CRD #324168.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Impact Wealth Management

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    Frequently Asked Questions

    What is Impact Wealth Management's AUM?

    Impact Wealth Management reports approximately $104M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Impact Wealth Management headquartered?

    Impact Wealth Management is headquartered in Sioux Falls, South Dakota.

    What is Impact Wealth Management's CRD number?

    Impact Wealth Management's CRD number is 324168. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Impact Wealth Management manage?

    Impact Wealth Management manages approximately 453 client accounts according to its latest SEC filing.

    Is Impact Wealth Management SEC registered?

    Impact Wealth Management is registered as a STATE investment adviser.

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