Firm
Imperium Wealth Management, LLC
San Antonio, Texas
Fee-only
Imperium Wealth Management, LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 6 employees and 177 individual clients, 72 of them high net worth.
- Its average account is about $333,000 (assets it manages divided by its 795 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | San Antonio, Texas |
|---|---|
| Website | imperiumwealth.com |
| [email protected] | |
| Phone | (210) 332-9533 |
Imperium Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.45% to 1.15% a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our fee schedule ranges from 0.45%–1.15%" source
"Our fee schedule ranges from 0.45%–1.15%" source
"our services are most appropriate for families with over $750,000 in investible assets" source
"Our fee schedule ranges from 0.45%–1.15%, scaling down based on the amount of assets we are managing." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $265 million |
| Individual clients | 105 |
| High-net-worth clients | 72 |
| Accounts managed | 795 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-112900) |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 159148 |