Imperium Wealth Management, LLC

Imperium Wealth Management, LLC (CRD# 159148) is a financial advisory firm headquartered in San Antonio, TX. They manage $181,344,252 in 724 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
112 East Pecan St., Suite 2910, San Antonio, TX 78205
http://www.imperiumwealth.com
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    724
    ACCOUNTS
  • Average Account Value
    $250,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NE, TX

Financial Advisors at Imperium Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Heather Haas, financial advisor San Antonio TX
Heather Haas
CRD#: 6626384
112 East Pecan St., Suite 2910, San Antonio, TX 78205

Heather Haas (CRD# 6626384) is an Investment Advisor Representative working at Imperium Wealth Management, LLC in San Antonio, TX and has over 7 years of experience in the finance industry.

2
Christopher Holden, financial advisor San Antonio TX
Christopher J. Holden
CRD#: 4763378
112 East Pecan St., Suite 2910, San Antonio, TX 78205

Christopher Holden (CRD# 4763378) is an Investment Advisor Representative working at Imperium Wealth Management, LLC in San Antonio, TX and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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