# IMPASSIONED WEALTH MANAGEMENT LTD

IMPASSIONED WEALTH MANAGEMENT LTD is an SEC-registered investment adviser.

## Registration

- CRD: 139264
- Type: SEC-registered investment adviser
- SEC file number: 801-66140
- Phone: 419-966-3925
- Latest filing: 2026-01-15
- Regulatory AUM: $18.3M
- Discretionary AUM: $18.3M
- Clients: 1
- Accounts: 35

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| SMITH DAVID CALVIN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139264/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139264/similar
- Related entities: https://search.stillhousedata.com/firm/139264/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139264

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.