Impassioned Wealth Management Ltd

Impassioned Wealth Management Ltd advises individuals (including high-net-worth clients) as well as corporate pension and profit‑sharing plans, charitable institutions, and foundations, providing portfolio management and modular financial planning intended to support long‑term retirement goals. The firm also offers broader family‑office‑style counsel on topics such as managing retirement income streams, real assets (including farmland and multi‑family housing), metals, and foreign currencies, and it implements management for held‑away accounts like 401(k)s and HSAs when requested.

The firm’s investment approach is plan‑driven and behaviorally focused, emphasizing long‑term equity exposure, disciplined quarterly rebalancing, and adherence to client goals rather than market timing. Implementation includes direct ownership strategies that replicate major indices (e.g., direct holdings of S&P 500, S&P 100, DJIA constituents and equal‑weighted variants) and a deliberate allocation framework that pairs “Wealth Builder” equity portfolios with “Wealth Protector” holdings such as physical gold or gold & silver, often around a 80/20 split and favoring fully allocated bullion or certain NYSE Arca closed‑end fund units.

Distinctive aspects of the firm include its work with institutional clients (corporate plans and foundations), an emphasis on direct‑indexing style portfolios and physical bullion as rebalancing vehicles, and active management of non‑custodied retirement accounts through order management tools. The brochure discloses a prior regulatory action (California revoked the firm’s registration in 2019 for failure to file an annual examination questionnaire) with the firm subsequently returning to compliant registration, a material fact the firm highlights in its disclosure.