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
https://www.linkedin.com/in/iwm-ltd
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Impassioned Wealth Management Ltd
Showing 1 - 2 of 2 top financial advisors.
1
David Smith, financial advisor Napoleon OH
David C. Smith
CRD#: 1402553
Napoleon, OH

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, financial advisor Napoleon OH
Christian T. Barhite
CRD#: 7397899
Napoleon, OH

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.

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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