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Building 2IMPERIUM WEALTH MANAGEMENT, LLC

Map pinSAN ANTONIO, TX
Phone210-332-9533
NotebookSEC #801-112900
Total AUM
$264.6M
Employees
6
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
112 EAST PECAN ST.
SUITE 2910
SAN ANTONIO
TX 78205
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
210-332-9533

ReceiptFinancials

Total AUM
$264.6M
Accounts
795
Discretionary
$254.8M
Accounts
787
Non-Discretionary
$9.8M
Accounts
8

ContactClients

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Individual Clients
105
AUM
$38.2M
HNW Individual Clients
72
AUM
$215.6M
Pension/Profit Sharing Plan Clients
8
AUM
$9.8M
Corporation or Business Clients
1
AUM
$952.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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