Imperium Wealth Management, LLC

About Imperium Wealth Management, LLC

<p>From its downtown address on East Pecan Street, Imperium Wealth Management, LLC advises clients across the San Antonio metro and South Texas as a fee-only, SEC-registered investment advisor.</p> <p>The firm provides wealth management and investment management along with financial planning, tax planning and preparation, risk management, estate planning review, and business planning services. For employers, Imperium handles retirement plan design and support, including 401(k), profit sharing, and defined benefit cash balance plans, and it works as a 3(21) fiduciary advisor for plans that want shared investment responsibility.</p> <p>Imperium works with individuals and high-net-worth households, as well as trusts, corporations, and pension plans. The team includes Christopher Holden (President &amp; CIO) and Heather Haas, CFP® (Director of Client Services).</p> <p>Imperium reports $0.3B in AUM (2026). A practical differentiator is its in-house mix of planning, tax preparation, and employer retirement plan design under one advisory firm.</p> <ul> <li>Fee-only, SEC-registered RIA in San Antonio, Texas</li> <li>3(21) fiduciary services for employer-sponsored retirement plans</li> <li>Plan design: 401(k), profit sharing, and cash balance plans</li> <li>Financial planning, investment management, and tax planning/preparation</li> <li>Works with individuals, trusts, corporations, and pension plans</li> </ul>

Website: https://www.imperiumwealth.com/