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Impact Retirement Advisors

Impact Retirement Advisors. CRD 330475

Impact Retirement Advisors logo

CRD: 330475

Impact Retirement Advisors

Savage, MN
5075816131
impactretirementadvisors.com
$827.7M Total AUM
$827.7M Disc. AUM
-- 3Y CAGR
4 Employees
196 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
05-16-2024
Office Locations
4

Office Locations

-- Hugo MN
-- Robbinsdale MN
-- SAN Diego CA

About Impact Retirement Advisors

Impact Retirement Advisors is an SEC-registered RIA providing comprehensive wealth management with a specialty in corporate retirement plan advisory for plan sponsors and their employees, alongside individualized investment advisory services for individuals and families nationwide. The team emphasizes disciplined, credentialed guidance and an unwavering standard of care; client assets are custodied at Charles Schwab.

Team overview

-- AVG AGE
$206.9M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
1.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Signal matrix Prime pioneer Radial

Client Personas

Ember

Custodian

Beacon Delta bridge Ridge

Investment Themes

Beacon Oak Matrix beacon Eagle horizon Unison focus

Investment Vehicles

Horizon pathway

Services

North meridian Foundation Ridge oak Alpha bridge Matrix atlas Fusion prime Zenith peak

Owner & Executives

T

TODD ANTHONY MATHISON

Chief Executive Officer, FOUNDER, Investment Advisor Representative

CRD
#5975762
Ownership
75% or more
(729) 323-1944
foundation.pathway@atlascapital.com
in linkedin.com/in/element-meridian
K

KELLY MELISSA CHRISTOPHER

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(820) 348-8538
signal.pathway@alphacapital.com
in linkedin.com/in/quantum-fusion

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Contacts

G

Gavin James Brown

--

CRD
#6943743
(606) 490-7358
signal.north@harborcapital.com
in linkedin.com/in/alpha-foundation
I

Isaac Robert King Coutier

--

CRD
#7320982
(490) 693-9760
optima.beacon@oakcapital.com
in linkedin.com/in/vector-zenith
E

Element delta

Focus unison

CRD
#84041
(222) 933-3283
vector.alpha@summitcapital.com
in linkedin.com/in/foundation-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-13-2024
03-31-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $827,712,591 $4,223,023
Non-Discretionary $0 --
Total $827,712,591 $4,223,023

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Separately Managed Accounts

Total SMA Asset: $827,712,591

$827.7M Total SMA
Public Funds:
38.1%
Equity - Exchange:
42.5%
Other:
19.4%
Asset class Assets Assets %
Public Funds $544,588,008 38.1%
Equity - Exchange $607,480,061 42.5%
Other $277,296,781 19.4%
Total $1,429,364,850 100.0%

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