IMPRINT WEALTH LLC

MOUNT PLEASANT, South Carolina·2 registered advisors·CRD# 322130

SEC# 801-1260844(843) 834-4853

01

Firm Overview

AUM

$709M

Regulatory assets under management

Employees

27

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at IMPRINT WEALTH LLC

2 registered advisors

Christopher Michael Mortara

MOUNT PLEASANT, South Carolina

Reginald Scott Abry

MOUNT PLEASANT, South Carolina

05

Office Locations

MOUNT PLEASANT, South Carolina

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Data sourced from SEC Form ADV filings. IMPRINT WEALTH LLC (CRD# 322130) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.