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- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2022
- Office Locations
- 1
Office Locations
About Impact Wealth Management
Impact Wealth Management is a fee-only, flat-fee RIA with offices in Sioux Falls, SD and the Phoenix area. The firm provides fiduciary wealth management and planning across investment, tax and estate coordination, retirement, and protection planning, with portfolio construction guided by its proprietary IMPACT Framework. Investment implementation includes diversified portfolios with meaningful ETF and public fund use, and it works with custodians including Schwab.
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Investment Themes
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Owner & Executives
RICHELLE RANAE HOFER
Chief Compliance Officer, FOUNDER, Wealth Advisor
- CRD
- #4907297
- Ownership
- 75% or more
HEATHER MOORE
VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,942,094 | -- |
| Non-Discretionary | $0 | -- |
| Total | $103,942,094 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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