IMPASSIONED WEALTH MANAGEMENT LTD

IMPASSIONED WEALTH MANAGEMENT LTD is an SEC-registered investment adviser (CRD 139264). Regulatory assets under management: $18.3M.

Registration

• CRD: 139264
• SEC file number: 801-66140
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search