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Impact Wealth Management

Headquartered in SIOUX FALLS, SD

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Firm Information

Impact Wealth Management is a financial advisor located in [REDACTED] that provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $38.23 million in assets for 187 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

Impact Wealth Management

$38.23M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (3)

IMPACT WEALTH MANAGEMENT has a total of 3 branch locations across the country.
location

Peoria, AZ

location

Sioux Falls, SD

location

SIOUX FALLS, SD

Advisors at Impact Wealth Management

View All 2 Advisors
Unclaimed
Michael James Peterson

RA

SIOUX FALLS, SD

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Unclaimed
Richelle Ranae Hofer

RA

SIOUX FALLS, SD

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Unclaimed
Bryce Andersen

CFP®, CFC®, RA

SIOUX FALLS, SD

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Disclosures

There are no public disclosures for Impact Wealth Management.

Frequently Asked Questions (7)

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