Imprint Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Imprint Wealth reports 77 clients. They include 41 individual clients, 35 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 64.2% ($84.5M across 185 accounts) are managed with discretion; $47M across 188 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 9% |
| High-net-worth individuals | 45% | 91% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | 0% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 41 | $11.5M | 8.8% | $281K |
| High-net-worth individuals | 35 | $119M | 90.8% | $3.41M |
| Pension and profit-sharing plans | Fewer than 5 | $617K | 0.5% | $617K |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| Total | 77 | $132M | 100% | — |
- Clients
- 41
- Regulatory AUM
- $11.5M
- AUM share
- 8.8%
- Avg. per client
- $281K
- Clients
- 35
- Regulatory AUM
- $119M
- AUM share
- 90.8%
- Avg. per client
- $3.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $617K
- AUM share
- 0.5%
- Avg. per client
- $617K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 77
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Imprint Wealth charges 0.50%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Project
- Separate fixed project fee of $1,000 to $15,000 for financial planning, based on complexity and the advisor's experience; an estimate is given before engaging.
- Ongoing Consulting
- Stand-alone ongoing consulting fees range from $10,000 to $220,000, charged quarterly in advance.
Family Fortune Financial LLC owns 75% or more of Imprint Wealth. The leadership team of Imprint Wealth includes Chief Compliance Officer Jeffrey Smith. It has 7 employees, 2 of them in advisory roles.
Staff
- 7 employees
- 2 in advisory functions
- 1 state-registered rep
- 2 insurance agents
- Owns 75% or more of Imprint Wealth LLC
Family Fortune Financial LLC
Control person · since October 2024
Imprint Wealth’s regulatory assets grew Infinity× from $0 (July 2022) to $132M (March 2026); employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $132M | 77 | 7 | 1 |
| Mar 2025March 2025 | $107M | 64 | 7 | 1 |
| Jul 2024July 2024 | $709M | 1,163 | 27 | 5 |
| Aug 2023August 2023 | $254M | 563 | 12 | 5 |
| Jul 2022July 2022 | $0 | 0 | 7 | 2 |
Besides its headquarters, Imprint Wealth has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 375 N Shelmore BLVD., Suite 2b, Mount PleasantHQ
Contact and registration details
- Legal name
- Imprint Wealth LLC
- Headquarters
- 375 N Shelmore BLVD., Suite 2b, Mount Pleasant, SC 29464
- Website
- Not reported
- Phone
- 8438343144313
- SEC file
- 801-126084
- Structure
- Delaware LLC
- Fiscal year end
- December
Imprint Wealth does not have custody of client assets.
At year end, Imprint Wealth’s separately managed accounts were mostly in stocks (100%). Its reported 13F holdings for the quarter ended 30 June 2026 total $24.6M across 282 positions; the largest are State Street SPDR Portfolio S&P 500 ETF (18.7%), iShares U.S. Equity Factor Rotation Active ETF (7.7%) and iShares International Country Rotation Active ETF (6.3%).
What the accounts hold
- Stocks100%
How many clients does Imprint Wealth have?
Imprint Wealth has 77 clients and manages $132 million for them, as of March 2026. They include 41 individual clients, 35 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Imprint Wealth offer?
Imprint Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Imprint Wealth charge?
Imprint Wealth charges 0.50%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: IMPRINT WEALTH - PART 2A MARCH 2026, filed 31 March 2026
How many financial advisors does Imprint Wealth have?
Imprint Wealth has 1 investment adviser representative registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Imprint Wealth invest in?
At the end of its last fiscal year, Imprint Wealth’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Imprint Wealth?
Imprint Wealth’s direct owner is Family Fortune Financial LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Imprint Wealth get paid?
Imprint Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Imprint Wealth?
Imprint Wealth’s main office is at 375 N Shelmore BLVD., Suite 2b, Mount Pleasant, SC 29464. Its phone number is 8438343144313.