Imprint Wealth LLC

Imprint Wealth, LLC is an SEC‑registered adviser that serves individuals — including high‑net‑worth clients — as well as families, trusts, businesses, charitable organizations and institutions. The firm offers customized investment management (both discretionary and non‑discretionary), financial planning, retirement account advice and participant account management, and may engage independent managers and alternative investments as part of client strategies.

The firm generally favors a long‑term, tailored approach that combines fundamental and technical analysis to construct portfolios of mutual funds, ETFs, individual equities and fixed income, while retaining the flexibility to use options, private investments or shorter‑term trades when appropriate. Imprint conducts continuous monitoring with formal reviews at least annually (and typically quarterly), implements client accounts through custodial platforms (notably an institutional relationship with Charles Schwab) and may delegate portions of management to unaffiliated independent managers.

Distinctive features include operational ties to affiliated tax‑consulting and insurance entities and the fact that at least one advisory professional is licensed to sell insurance products; insurance commissions are received separately from advisory fees and are disclosed as a potential conflict of interest with mitigation procedures. The firm also experienced a change of control in 2024 and operates with a small advisory team managing approximately $131.6 million in client assets, which can influence how services, referrals and oversight are coordinated across affiliated businesses.