Impact Investors
Impact Investors is an SEC-registered wealth manager in San Francisco, CA with $318.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Impact Investors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289028, SEC 801-118267, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $318.2M (2026-05-01)
- Firm type
- Wealth Manager
- Location
- San Francisco, CA
- Employees
- 9
- Clients
- 240
- CRD
- 289028
- Ownership
- WOODMAN, CATHERINE, LORRAINE; YONSTON, SHANE, GARRET
How much AUM does Impact Investors have?
Impact Investors reported $318.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Impact Investors?
Disclosed owners and executives of Impact Investors include WOODMAN, CATHERINE, LORRAINE, YONSTON, SHANE, GARRET. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.