This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight momentumPrime +more
- Established Date
- 02-15-2018
- Office Locations
- 3
Office Locations
About Impact Investors
Impact Investors is an independent, fiduciary advisory firm and Public Benefit Corporation serving individuals, families, and organizations nationwide. The team delivers concierge wealth management and integrated financial planning, tailoring portfolios to clients’ financial and impact objectives with a long-standing focus on sustainable, socially responsible investing. Built around an online service model, they work seamlessly virtually or in person and host Quarterly Investor Updates.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CATHERINE LORRAINE WOODMAN
Advisor, Chief Compliance Officer, President, PRINCIPAL ADVISOR
- CRD
- #4268744
- Ownership
- 50% but less than 75%
SHANE GARRET YONSTON
Chief Compliance Officer, Principal Advisor
- CRD
- #4799518
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
BRIAN DANIEL DELORIEA
--
- CRD
- #5230337
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,809,783 | $426,539 |
| Non-Discretionary | $38,418,369 | $339,986 |
| Total | $318,228,152 | $413,821 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $318,228,152
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $532,651,835 | 8.0% |
| Equity - Exchange | $1,191,808,481 | 17.9% |
| Cash | $998,722,191 | 15.0% |
| Other | $992,064,043 | 14.9% |
| Municipal Bonds | $1,551,348,470 | 23.3% |
| Equity - OTC | $1,391,552,920 | 20.9% |
| Total | $6,658,147,940 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM PIONEER CAPITAL | MERIDIAN LEGACY | NWAZEK0WR | IVZ | 12.37% | $82,765,343 |
| VITAL WAVE RADIAL | MATRIX DELTA | 7MEYQW2KN | OPWLR | 8.02% | $119,542,249 |
| FUSION NORTH | CREST BEACON | I3XMATBQK | PFGLQ | 6.65% | $52,062,781 |
| OAK ZENITH QUANTUM | EMBER OAK | FMYJ3VY6P | HFZS | 1.96% | $1,197,450 |
| OAK VERTEX | RADIAL MERIDIAN | YE7IWHAFQ | RUWCT | 9.92% | $4,391,258 |
| MOMENTUM FRONTIER | VITAL ATLAS | SOW6WYSLT | QLO | 11.60% | $75,852,940 |
| EMBER GLACIER CREST | CREST VERTEX | 7OMVRWQE3 | KKSVC | 12.54% | $46,031,646 |
| FUSION CATALYST HORIZON | PEAK ZENITH | X1OQ2N7XI | FJADC | 9.92% | $45,381,540 |