SourcingSourcing

IMPRINT WEALTH LLC

B58
CRD 322130·SEC 801-126084·MOUNT PLEASANT, SC
AUM
$131.6M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$395K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IMPRINT WEALTH LLC
CRD
322130
SEC file #
801-126084
EIN
882831948
DBA names
—

Economics

AUM
$131.6M
AUM band
$100M-$500M
AUM trajectory
'23'26
$155.4M → $131.6M▼ -15%
Client mix
Individuals Other41
Individuals High Net Worth35
Pension Profit Sharing Plans1

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
4 advisors → 2 advisors▼ -50%
Primary office
MOUNT PLEASANT SC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FAMILY FORTUNE FINANCIAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
FAMILY FORTUNE FINANCIAL LLC
FLEGAL, ERIK, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001972653
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2023-05-15
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
9
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001214659-26-006358

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
75 PORT CITY LANDINGSUITE 110MOUNT PLEASANT, SC 29464
Business
75 PORT CITY LANDINGSUITE 110MOUNT PLEASANT, SC 29464
Edgar EIN
882831948
Edgar Recent Filings
13F-HR2026-05-15 · 0001214659-26-006358
13F-HR2026-02-17 · 0001214659-26-001921
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
FLEGAL, ERIK, ROBERT
IAR · Executive Officer · 2.5%
4726481
JEFFREY ANDREW SMITH
Executive Officer · 2.5%
4926961
Matthew Logan Dailey
IAR
8235479