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Imperium Wealth Management, LLC

Imperium Wealth Management, LLC. CRD 159148

Imperium Wealth Management, LLC logo

CRD: 159148

Imperium Wealth Management, LLC

SAN Antonio, TX, 78205
2103329533
www.imperiumwealth.com
$264.6M Total AUM
$254.8M Disc. AUM
22.6% 3Y CAGR
6 Employees
187 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Nationwide · Tiaa
Clients
Retail and Institutional
Platforms
Horizon eagle
Established Date
12-16-2011
Office Locations
1

Office Locations

112 East Pecan St. Suite 2910 SAN Antonio TX

About Imperium Wealth Management, LLC

Imperium Wealth Management, LLC is a San Antonio, TX-based wealth manager providing comprehensive financial planning and custom investment management built around expected cashflows and time horizons, with risk framed as avoiding realized loss. The firm also offers in-house tax planning and return preparation by CPAs, insurance/risk management, estate plan reviews, and business-owner solutions (entity/tax structure and retirement plan design). Custody includes Charles Schwab.

Team overview

43 AVG AGE
$132.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.3 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Signal summit Capital zenith

Client Personas

Horizon ridge

Custodian

Prime frontier Radial fusion

Investment Themes

Optima frontier Alpha

Investment Vehicles

Foundation element Meridian

Platform

Peak

Services

Prime delta Prime Momentum Momentum zenith Beacon capital Eagle Momentum Radial Optima insight Horizon

Technology

Quantum

Owner & Executives

C

CHRISTOPHER JOHN PAUL HOLDEN

Chief Compliance Officer, Managing Member, President

CRD
#4763378
Ownership
75% or more
(813) 580-1512
ember.meridian@harborcapital.com
in linkedin.com/in/atlas-matrix

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Contacts

H

Heather Haas

Director

CRD
#6626384
(962) 264-8209
crest.north@pathwaycapital.com
in linkedin.com/in/capital-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2022
09-06-2023
11-19-2024
03-26-2025
02-06-2026
Category Assets AVG. Account size
Discretionary $254,763,653 $323,715
Non-Discretionary $9,806,821 $1,225,853
Total $264,570,474 $332,793

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Separately Managed Accounts

Total SMA Asset: $264,570,474

$264.6M Total SMA
Public Funds:
8.0%
U.S. Government/Agency:
28.8%
Equity - Exchange:
30.3%
Cash:
16.4%
Corporate - Investment Grade:
10.9%
Corporate - Non-Investment Grade:
5.6%
Asset class Assets Assets %
Public Funds $463,312,734 8.0%
U.S. Government/Agency $1,667,925,842 28.8%
Equity - Exchange $1,754,796,979 30.3%
Cash $949,791,104 16.4%
Corporate - Investment Grade $631,263,600 10.9%
Corporate - Non-Investment Grade $324,318,913 5.6%
Total $5,791,409,172 100.0%

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