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Multi-Family OfficeRIA · CRD 306976

Updated:

Impactful Wealth Solutions

Impactful Wealth Solutions helps professionals, women, and business owners build lasting wealth through personalized strategies, transparent advice, and...

Overview

Impactful Wealth Solutions helps professionals, women, and business owners build lasting wealth through personalized strategies, transparent advice, and coordinated planning. Services include financial planning, investment management, retirement planning, tax optimization, insurance, and legacy and estate planning. Impactful Business Solutions LLC dba Impactful Wealth Solutions is a Texas-registered investment adviser and fiduciary legally bound to act in clients' best interest.

General information

Firm type

Multi Family Office

Location

City

Dallas

Principals

Tiffany Tippins

founder of Impactful Wealth Solutions

Tiffany Tippins

Principal and Lead Wealth Advisor

Sector focus

Women, professionals, and business owners

Frequently asked questions

Does Impactful Wealth Solutions publicly disclose its AUM?

No. The firm does not publish assets under management figures. Its lack of regulatory filings or public disclosures means AUM remains undisclosed as of available information.

Does Impactful Wealth Solutions have any known notable investments?

No verified investment positions or portfolio companies are publicly attributable to Impactful Wealth Solutions as of 2025. The firm's private nature and lack of media coverage limit external visibility into its holdings.

What is the history or founding of Impactful Wealth Solutions?

Neither a founding year nor background on the founding team is available through public records. The firm's establishment and leadership remain undocumented in publicly accessible sources.

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