Imperium Wealth Management, LLC

Imperium Wealth Management, LLC (CRD# 159148) is a financial advisory firm headquartered in San Antonio, TX. They manage $76,832,767 in 406 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $189,243
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Imperium Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher J. Holden
CRD#: 4763378
8000 Ih 10 West, Suite 1030, San Antonio, TX 78230
98
Wealthminder
score

Christopher Holden (CRD# 4763378) is an Investment Advisor Representative working at Imperium Wealth Management, LLC in San Antonio, TX and has over 12 years of experience in the finance industry.

2
Heather Haas
CRD#: 6626384
8000 Ih 10 West, Suite 1030, San Antonio, TX 78230
90
Wealthminder
score

Heather Haas (CRD# 6626384) is an Investment Advisor Representative working at Imperium Wealth Management, LLC in San Antonio, TX and has 1 year of experience in the finance industry.

3
Rosa H. Ybarra
CRD#: 6156422
8000 Ih 10 West, Suite 1030, San Antonio, TX 78230
90
Wealthminder
score

Rosa Ybarra (CRD# 6156422) is an Investment Advisor Representative working at Imperium Wealth Management, LLC in San Antonio, TX and has over 3 years of experience in the finance industry.

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