RIA Intel›Advisers›Wyoming›GLOBAL IMPACT WEALTH MANAGEMENT LLC

GLOBAL IMPACT WEALTH MANAGEMENT LLC

Advisory

Data as of Apr 14, 2026 · Source: SEC Form ADV

Average account

$157K

across 79 accounts

AUM per adviser

$12M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM

$12M

Discretionary %

100%

Clients

79

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

79 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

FINLAYSON FINANCIAL PLANNING, INC.

$11M

FREMONT FINANCIAL ADVISORS INC.

RIVERTON, WY

$10M

ASSET WEALTH ADVISORS, LLC

$15M

BLUE RIDGE INVESTMENTS LLC

$9M

REICHEL MANAGEMENT COMPANY LLC

$9M

EARNER WEALTH LLC

$16M

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