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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-18-2023
- Office Locations
- 1
Office Locations
About Impact Wealth Group
Impact Wealth Group is a financial planning and investment management firm serving pre-retirees, first responders/public-sector employees, and small business owners. The firm specializes in tax-smart retirement income planning (cash flow, Social Security and pensions) alongside strategic tax planning, insurance/risk reviews, and legacy planning. Portfolios follow a disciplined, long-term, low-cost approach, with Schwab as primary custodian.
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Investment Themes
Investment Vehicles
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Owner & Executives
Ryan McLin
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #7099618
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,941,792 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,941,792 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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