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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-11-2015
- Office Locations
- 1
Office Locations
About Impactadvisor LLC
IMPACTADVISOR LLC is a California-registered RIA providing comprehensive private wealth management and a fully digital option, with a focus on sustainable/values-driven investing and tax-aware portfolio construction. It delivers personalized planning that integrates tax and estate needs and monitors/rebalances portfolios ongoing. The firm emphasizes direct indexing and AI/ML-driven gain/loss realization to target improved after-tax outcomes, and also offers its approach for other advisors and CPAs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 70.4% is discretionary and 29.6% is non-discretionary.
The firm reports 3 advisory representatives and 65 clients, or 21.7 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JASON RICHARD ESCAMILLA CFA
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, FOUNDER
- CRD
- #2262397
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joseph Antonio Belli
Business Development
- CRD
- #7827474
MICHELE LYFORD SINE
Wealth Advisor
- CRD
- #2698000
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,441,107 | -- |
| Non-Discretionary | $25,372,417 | -- |
| Total | $85,813,524 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Impactadvisor LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.