This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$289MItem 5.F on the latest filing (2026-02-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$289M

Private client RAUM

$287MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$96.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

574

Individual clients

27

High net worth clients

99

SEC number

801-121482

CRD

291716

Filings on the tape

10

First filed

May 13, 2021

Latest filed

Feb 22, 2026

Organised

Limited Liability Company, CO

Website

impactfolio.co

• Occurred

  May 13, 2021
  First Form ADV filing

  Impactfolio Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8d99bbdf-a2d6-8d9a-e391-ff33f721010a

First observed

May 13, 2021

Last observed

Feb 22, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.