# IMPRINT WEALTH LLC

IMPRINT WEALTH LLC of MOUNT PLEASANT, SC is an SEC-registered investment adviser.

## Registration

- CRD: 322130
- Type: SEC-registered investment adviser
- SEC file number: 801-126084
- Location: 375 N SHELMORE BLVD., SUITE 2B, MOUNT PLEASANT, SC, 29464
- Phone: (843) 834-314-4313
- Latest filing: 2026-03-31
- Regulatory AUM: $131.6M
- Discretionary AUM: $84.5M
- Non-discretionary AUM: $47.0M
- Clients: 7
- Accounts: 373

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Andrew Smith | CHIEF COMPLIANCE OFFICER | Humacao, PR |
| Erik Robert Flegal | MANAGING PARTNER | — |
| SMITH CLARENCE ANDREW | CHIEF COMPLIANCE OFFICER | — |
| MORTARA CHRISTOPHER MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| ABRY REGINALD SCOTT | MANAGING MEMBER; MANAGING PARTNER | — |
| MCQUAID JOSEPH GERARD | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; MANAGING MEMBER; MANAGING PARTNER (+2 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322130/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322130/similar
- Related entities: https://search.stillhousedata.com/firm/322130/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322130

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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.