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Managing Partner · Imprint Wealth LLC

Erik R. Flegal

CRD 4726481 · Named on Form ADV at one SEC-registered adviser

At a glance

Imprint Wealth LLC, an SEC-registered wealth manager based in Mount Pleasant, SC with $132 million in regulatory assets, lists Erik R. Flegal on its Form ADV as Managing Partner, a control person.

Firms and roles

  • Imprint Wealth LLCManaging PartnerWealth manager · Mount Pleasant, SC · $132M in regulatory assets

AtlasMembers

Erik’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erik’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.