RIA Intel›Advisers›South Dakota›IMPACT WEALTH MANAGEMENT LLC

IMPACT WEALTH MANAGEMENT LLC

Advisory

SIOUX FALLS, SD

Data as of Jul 6, 2026 · Source: SEC Form ADV

Rank in SD

#21

of 24 advisers by AUM

Average account

$229K

across 453 accounts

AUM per adviser

$104M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 6, 2026.

Total AUM

$104M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$104M

Discretionary AUM$104M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients124

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, SD

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

124 clients

34 high-net-worth

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

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Advisers of similar size in SD

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

HYLINE WEALTH SOLUTIONS, LLC

SIOUX FALLS, SD

$103M

GABE NELSON FINANCIAL, INC.

$91M

ASTUTE FINANCIAL, LLC

$82M

SIOUX FALLS, SD

$81M

DICE, THOMAS JOEL

$129M

WEALTH PLUS OF THE DAKOTAS, INC.

$79M

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