Global Impact Wealth Management

Overview

Global Impact Wealth Management is an independent Registered Investment Advisory (RIA) organized as an LLC and owner-operated. The firm advises individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It describes itself as a capital allocator and indicates an active interest in ESG/impact investing as part of its orientation. Fee arrangements include a combination of percentage-of-AUM billing, fixed fees, and other structures, suggesting flexibility in how client relationships are priced. The firm is not positioned as a multi-state or pension consultant adviser and does not report being a related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives