RIA Intel›Advisers›California›IMPACTADVISOR LLC

IMPACTADVISOR LLC

Advisory

SF, CA

Data as of Jul 22, 2026 · Source: SEC Form ADV

Rank in CA

#2,947

of 5,480 advisers by AUM

Average account

$440K

across 195 accounts

AUM per adviser

$29M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM

$86M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$86M

Discretionary AUM$60M

Non-Discretionary AUM$25M

Discretionary %70.4%

Total Clients60

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

60 clients

32 high-net-worth

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

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