Imprint Wealth LLC
● SEC registered since 2022CRD 322130SEC# 801-126084Mount Pleasant, SC
Reg. AUM
$131.6M
Employees
7
Accounts
373
Location
Mount Pleasant, SC
Imprint Wealth LLC assets under management
Imprint Wealth LLC operates as an SEC-registered investment adviser based in Mount Pleasant, SC. The firm has been registered since 2022. It reports $131.6 million in regulatory assets under management and employs 7 people.
Imprint Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Robert Flegal Control | Managing Partner | Under 5% | 2024 |
| Family Fortune Financial LLC Control | Member (100% Owner) | Over 75% | 2024 |
| Jeffrey Andrew Smith Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Imprint Wealth LLC manage?
Imprint Wealth LLC reports $131.6 million in regulatory assets under management on its Form ADV.
How many employees does Imprint Wealth LLC have?
Imprint Wealth LLC reports 7 employees.
Where is Imprint Wealth LLC located?
Imprint Wealth LLC is based in Mount Pleasant, SC and has been SEC-registered since 2022.
Does Imprint Wealth LLC disclose fund performance?
Imprint Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 375 N Shelmore Blvd., Suite 2b, Mount Pleasant, SC 29464 |
| Phone | (843) 834-314-4313 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.6M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$131.6Mregulatory AUM
Discretionary $84.5MNon-discretionary $47M