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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2020
- Office Locations
- 1
Office Locations
About Impactful Wealth Solutions
Impactful Wealth Solutions is a Texas-based, virtual wealth management and tax planning practice led by Tiffany Tippins. The firm provides comprehensive planning for individuals and small business owners, including retirement planning, insurance and estate planning, investment management, and tax planning/preparation. Its process is technology-enabled, using risk-tolerance analytics and OCR-driven tax analysis, and portfolios commonly use ETFs and public funds.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIFFANY ELISE TIPPINS
Investment Advisor, Owner
- CRD
- #4709620
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $442,778 | -- |
| Non-Discretionary | $0 | -- |
| Total | $442,778 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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