Impactfolio LLC
SEC RegisteredInvest with Purpose
About the firm
IMPACTfolio® offers Financial Planning and Impact Investing for a flat, annual retainer fee. The firm believes sustainability is core to its investment philosophy and the only way to properly manage money for the best long-term results. It serves clients in Denver and the surrounding area with in-person meetings and clients nationwide virtually.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and impact investing, including core and explore portfolio management, holistic financial planning covering goal planning, cash flow planning, retirement planning, Social Security analysis, income tax planning, risk management, education planning, investment consultation for employer retirement plans, and estate planning.
Who they serve
Clients in Denver and the surrounding area served in-person, and clients nationwide served virtually.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 27 | $14M |
| High Net Worth Individuals | 99 | $273M |
| State/Municipal Entities | 1 | — |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| AUM under $3,000,000 | — |
| AUM over $3,000,000 | — |
Data as of February 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Impactfolio LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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