Impact Retirement Advisors, LLC
● SEC registered since 2024CRD 330475SEC# 801-130284
Reg. AUM
$827.7M
Employees
4
Accounts
196
Location
—
Impact Retirement Advisors, LLC assets under management
Impact Retirement Advisors, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $827.7 million in regulatory assets under management and employs 4 people.
Impact Retirement Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Melissa Christopher | Chief Compliance Officer | Under 5% | 2024 |
| Todd Anthony Mathison Control | Founder And Ceo | Over 75% | 2024 |
Frequently asked questions
How much does Impact Retirement Advisors, LLC manage?
Impact Retirement Advisors, LLC reports $827.7 million in regulatory assets under management on its Form ADV.
How many employees does Impact Retirement Advisors, LLC have?
Impact Retirement Advisors, LLC reports 4 employees.
Does Impact Retirement Advisors, LLC disclose fund performance?
Impact Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 507-581-6131 |
| Office hours | By Appt. Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$827.7M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$827.7Mregulatory AUM
Discretionary $827.7M