I
CRD: 322130
Imprint Wealth LLC
Mount Pleasant, SC, 29464
(843) 834-314-4313
$131.6M Total AUM
$84.5M Disc. AUM
-4.9% 3Y CAGR
7 Employees
77 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-14-2022
- Office Locations
- 2
Office Locations
357 N. Shelmore Blvd Suite 2B Mount Pleasant SC
-- Mount Pleasant SC
About Imprint Wealth LLC
Imprint Wealth LLC is a Mount Pleasant-based RIA with 2 offices. The firm has been operating for 4 years. Managing $131.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
42 AVG AGE
$65.8M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
2.1 yrs AVG TENURE
7 Employees
2 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Zenith Legacy Fusion Eagle fusion
Client Personas
Zenith
Investment Themes
Ridge
Investment Vehicles
Fusion
Services
Element Insight alpha Atlas Radial Ridge frontier Glacier
Owner & Executives
ERIK ROBERT FLEGAL
Managing Partner
- CRD
- #4726481
- Ownership
- Less than 5%
(768) 886-3324
quantum.prime@eaglecapital.com
in linkedin.com/in/crest-north
J
JEFFREY ANDREW SMITH
Chief Compliance Officer
- CRD
- #4926961
- Ownership
- Less than 5%
(830) 547-1699
catalyst.optima@harborcapital.com
in linkedin.com/in/signal-pioneer
Showing 2 of 2 owners & executives
Unlock allContacts
M
Matthew Logan Dailey
--
- CRD
- #8235479
(327) 948-1265
delta.eagle@radialcapital.com
in linkedin.com/in/vital-north
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,508,103 | $456,801 |
| Non-Discretionary | $47,043,268 | $250,230 |
| Total | $131,551,371 | $352,685 |
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Separately Managed Accounts
Total SMA Asset: $131,551,371
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,874,474,812 | 100.0% |
| Total | $2,874,474,812 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX CAPITAL ALPHA | LEGACY PEAK | BU2WBZYSA | OXNZT | 2.58% | $115,984,894 |
| HORIZON NORTH SIGNAL | EMBER ATLAS | SHVEMESVW | KCMW | 3.98% | $47,809,317 |
| VECTOR GLACIER | SUMMIT WAVE | W2QJFLJ71 | HSJ | 7.65% | $14,498,095 |
| VECTOR UNISON HARBOR | HARBOR PIONEER | CGRX8HR8R | DCTI | 1.59% | $93,246,718 |
| TIMBER HORIZON PRIME | FOCUS INSIGHT | QWT8OT16K | JTY | 11.01% | $117,226,121 |
| OPTIMA BEACON PATHWAY | FOCUS WAVE | 1OVSWYTPU | VZUO | 6.67% | $33,931,143 |
| CREST FOCUS | OAK VALUE | YU4CSZBLG | ALTT | 5.44% | $96,706,855 |
| MOMENTUM ELEMENT WAVE | EAGLE HORIZON | Q04PCWUFG | CPYGO | 5.02% | $28,124,404 |