Impassioned Wealth Management Ltd

Overview

Impassioned Wealth Management Ltd is a small, independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm focuses on fee-based relationships with individuals and families, delivering financial planning and discretionary portfolio management for both personal clients and small-business or institutional accounts. Investment activity centers on public equities as the primary allocation, supported by mutual funds and selective use of third‑party alternative managers. The firm does not present itself as an ESG-driven manager and operates under a mix of percentage-of-AUM and fixed-fee billing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices