IMPERIUM WEALTH MANAGEMENT, LLC
SEC RegisteredAll Things Financial Working in Concert with One Another
About the firm
Imperium Wealth Management is a fee-only wealth management firm that provides comprehensive advisory and investment services. Their goal is to have all things financial working in concert with one another to deliver a result in which the whole is greater than the sum of the individual parts.
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 (including insurance planning, tax planning, retirement planning, and estate planning), investment management with custom-tailored portfolios, tax planning and preparation, account management, and an Asset Management program for portfolio building.
Who they serve
Clients seeking comprehensive wealth management, as well as family members of Wealth Management program clients and certain individuals eligible for the Asset Management program on an exception basis.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 105 | $38M |
| High Net Worth Individuals | 72 | $216M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 8 | $9.8M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $750,000 | 1.15% |
| Next $750,000 | 0.95% |
| Next $1,000,000 | 0.75% |
| Next $2,500,000 | 0.65% |
| Above $5,000,000 | 0.45% |
Data as of February 6, 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. IMPERIUM WEALTH MANAGEMENT, 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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