Impassioned Wealth Management Ltd
Impassioned Wealth Management Ltd (CRD# 139264) is a financial advisory firm headquartered in , . They manage $11,610,428 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Impassioned Wealth Management Ltd
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts30ACCOUNTS
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Average Account Value$387,014
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Impassioned Wealth Management Ltd
1
David Smith (CRD# 1402553) is an Investment Advisor Representative working at Impassioned Wealth Management Ltd in Napoleon, OH and has over 34 years of experience in the finance industry.
2
Christian Barhite (CRD# 7397899) is an Investment Advisor Representative working at Impassioned Wealth Management Ltd in Napoleon, OH and has over 2 years of experience in the finance industry.
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