Imperium Wealth Management, LLC

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Client assets under management

$253,811,300

Clients

177

41% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,433,962

About

Imperium Wealth Management provides investment management, financial planning, tax preparation, and retirement plan consulting to individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm offers both discretionary and non‑discretionary portfolio management and makes its planning and tax services available on a standalone or bundled basis.

The firm customizes portfolios to clients’ risk tolerances and time horizons, allocating among mutual funds, ETFs, individual equity and debt securities, options, and REITs, and may recommend private placement investments for accredited investors. Accounts are monitored on an ongoing basis with at least annual reviews, and clients may impose reasonable restrictions on how their assets are managed.

Noteworthy for a firm of this size, Imperium sponsors and manages its own wrap fee program and discloses that some members provide income tax preparation and accounting services as certified public accountants. The firm also incorporates options and related derivatives into separately managed strategies and routinely provides retirement plan consulting, including services rendered in an ERISA fiduciary capacity.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Equity compensation tax strategy Options & derivatives strategies Real estate investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning from $2,000 to $10,000; fixed project-based fees for retirement plan consulting (varies)

Percentage

$0 - $750,000: 1.15% $750,001 - $1,500,000: 0.95% $1,500,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.45%

Project-based

Up to $800/hour for financial planning; $200/hour for tax services

Other

Minimum fee: Initial minimum fee of $2,250 for new clients at start of first quarter; $9,000 minimum annual fee for clients in the Wrap Program Fee-only: Fixed fees generally range from $2,000 to $10,000 for financial planning; hourly fees generally $800 for financial planning; $200/hour for stand-alone tax preparation

Main office location

Imperium Wealth Management, LLC

112 East Pecan St., Suite 2910

San Antonio TX 78205, United States

Number of offices

Most active in

Florida · Georgia · Missouri · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 210-332-9533

Advisors at this firm

Christopher H

Series 65

San Antonio, TX

Imperium Wealth Management, LLC

Christopher Holden is a financial advisor with Imperium Wealth Management, LLC in San Antonio, TX. He holds a Series 65 designation and has 21 years of industry experience. Holden has been with Imperium Wealth Management since 2011. Imperium Wealth Management provides investment management, financial planning, tax preparation, and retirement plan consulting to a diverse client base including individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm customizes portfolios based on clients’ risk tolerances and time horizons and offers both discretionary and non-discretionary management.

Equity compensation tax strategy Options & derivatives strategies Real estate investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Heather H

CFP®, Series 65

San Antonio, TX

Imperium Wealth Management, LLC

Heather Haas is a CFP® and Series 65 licensed advisor with nine years of industry experience, currently serving at Imperium Wealth Management, LLC since 2014. She is based in San Antonio, TX, and works at a firm with two advisors. Imperium Wealth Management offers investment management, financial planning, tax preparation, and retirement plan consulting to a diverse client base including individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm provides customizable portfolio management, incorporating a range of securities and private placements, and also sponsors its own wrap fee program while delivering tax and accounting services through some members.

Equity compensation tax strategy Options & derivatives strategies Real estate investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

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