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Impact Fiduciary LLC

Impact Fiduciary LLC. CRD 288345

I

CRD: 288345

Impact Fiduciary LLC

Pasadena, CA, 91105
3236151427
www.impactfiduciary.com
$127.0M Total AUM
$127.0M Disc. AUM
-- 3Y CAGR
2 Employees
174 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Altruist · Folio Investments
Clients
Retail
Platforms
Catalyst bridgeFrontier glacier +more
Established Date
06-06-2017
Office Locations
1

Office Locations

21 Miller Alley Suite 210 Pasadena CA

About Impact Fiduciary LLC

Impact Fiduciary is a fee-only fiduciary RIA providing comprehensive financial planning and sustainable wealth management for individuals and families with $400k+ investable assets. The team helps clients navigate equity compensation (stock options/RSUs), retirement, tax/estate and insurance decisions, and invests with a diversified approach that screens out ethically challenged industries. Custodied on Altruist; featured in Morningstar and Barron’s.

Team overview

41 AVG AGE
$63.5M AVG AUM / ADVISOR
$729.9K AVG AUM / CLIENT
6.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Oak north Zenith

Client Personas

Focus matrix

Custodian

Harbor north Unison Alpha Bridge north North vital Frontier Legacy fusion

Investment Themes

Alpha Peak Horizon radial Foundation Vital Horizon horizon Quantum

Investment Vehicles

Element Unison

Services

North Bridge unison Zenith Bridge Harbor Crest Foundation oak Fusion Summit signal Summit alpha

Technology

Frontier delta Timber fusion Pathway Frontier Eagle

Owner & Executives

PATRICK O'ROURKE DINAN

PATRICK O'ROURKE DINAN

Certified Financial Planner, Chief Compliance Officer, President

CRD
#4974335
Ownership
75% or more
(687) 374-4800
beacon.value@pathwaycapital.com
in linkedin.com/in/pioneer-radial

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Contacts

Christopher Mastro

Christopher Mastro

Financial Planner

CRD
#7509221
(545) 509-8481
meridian.crest@peakcapital.com
in linkedin.com/in/matrix-legacy

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-07-2025
02-09-2026
Category Assets AVG. Account size
Discretionary $127,000,000 $180,142
Non-Discretionary $0 --
Total $127,000,000 $180,142

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Separately Managed Accounts

Total SMA Asset: $127,000,000

$127.0M Total SMA
Equity - Exchange:
69.6%
Public Funds:
30.4%
Asset class Assets Assets %
Equity - Exchange $1,434,743,561 69.6%
Public Funds $626,669,602 30.4%
Total $2,061,413,163 100.0%

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