Impactfolio LLC
Impactfolio LLC is an SEC-registered wealth manager in Denver, CO with $288.9M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Impactfolio LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291716, SEC 801-121482, data through 2026-02-22.
- AUM (assets under management / regulatory AUM)
- $288.9M (2026-02-22)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 3
- Clients
- 127
- CRD
- 291716
- Ownership
- ARNOLD, JEFFREY, SCOTT; KENNEDY, REBECCA, L; MCDANIEL, JULIE, DENISE
How much AUM does Impactfolio LLC have?
Impactfolio LLC reported $288.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-22).
Who owns Impactfolio LLC?
Disclosed owners and executives of Impactfolio LLC include ARNOLD, JEFFREY, SCOTT, KENNEDY, REBECCA, L, MCDANIEL, JULIE, DENISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.