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IMPASSIONED WEALTH MANAGEMENT LTD

Advisory

OH

Data as of Jan 15, 2026 · Source: SEC Form ADV

AUM change, 1 year

0.0%

40th percentile in OH

AUM CAGR, 3 year

0.0%

compound annual growth

Average account

$522K

across 35 accounts

AUM per adviser

$18M

1 advisers

Filing history

13

filings since 2006

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$18M

1-Year AUM Growth

0.0%

3-Year CAGR

0.0%

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record13

First FilingJan 18, 2006

Latest FilingJan 15, 2026

Full AUM trend chart and 13 historical filings spanning 20+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OH

Succession Risk

Elevated risk

Composite band across five pillars

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

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Peer Benchmarking

43rd percentile

Composite rank among OH advisers

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

35 clients

9 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 OH

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

SICOR SECURITIES INC

$18M

BLUE ADVISORY LLC

$18M

WILSON & BROWNING, INC.

CLEVELAND HEIGHTS, OH

$19M

ANALYTICAL PORTFOLIO SOLUTIONS, LLC

$18M

THE RETIREMENT SPECIALIST OF CENTRAL OHIO, LLC

$19M

CROWE FINANCIAL GROUP LLC

$18M

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