CRD: 139264
Impassioned Wealth Management LTD
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- Custodian
- Bank OF America ยท SEI
- Clients
- Retail
- Platforms
- Ridge wave
- Established Date
- 07-05-2006
- Office Locations
- 1
Office Locations
About Impassioned Wealth Management LTD
Impassioned Wealth Management is a retirement-focused, goal- and plan-driven RIA providing ongoing financial planning and portfolio management, with a repeatable process centered on behavioral investment counseling and annual reviews to keep clients invested through market cycles. Portfolios are implemented primarily with ETFs alongside cash and U.S. government/agency bonds, and the firm is founder-led with custody support including SEI.
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Investment Vehicles
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Owner & Executives
DAVID CALVIN SMITH
Chief Compliance Officer, Founder, Owner
- CRD
- #1402553
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,278,875 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,278,875 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,278,875
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,902,181,311 | 45.9% |
| Cash | $3,103,041,783 | 36.5% |
| U.S. Government/Agency | $1,496,261,243 | 17.6% |
| Total | $8,501,484,337 | 100.0% |