Imprint Wealth LLC
Imprint Wealth LLC is an SEC-registered ria in Mount Pleasant, SC with $131.6M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Imprint Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322130, SEC 801-126084, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $131.6M (2026-03-31)
- Firm type
- Ria
- Location
- Mount Pleasant, SC
- Employees
- 7
- Clients
- 77
- CRD
- 322130
- Ownership
- MCQUAID, JOSEPH, GERARD; ABRY, REGINALD, SCOTT; Mortara, Christopher, Michael; IMPRINT HOLDINGS LLC; SMITH, JEFFREY, ANDREW
How much AUM does Imprint Wealth LLC have?
Imprint Wealth LLC reported $131.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Imprint Wealth LLC?
Disclosed owners and executives of Imprint Wealth LLC include MCQUAID, JOSEPH, GERARD, ABRY, REGINALD, SCOTT, Mortara, Christopher, Michael, IMPRINT HOLDINGS LLC, SMITH, JEFFREY, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.