Impact Wealth Management
Updated July 2020.
100%
Employees say this is a great place to work
Company Overview
About The Company
We are a full service wealth management practice that helps our clients reach their savings, investing and spending goals. Our clients appreciate our transparent and personalized solutions that are understandable and easy to implement.
COMPANY SIZE
21 U.S.-based Employees
(Small)
INDUSTRY
Financial Services & Insurance
HQ Location
Irvine, CA, US
Employee Demographics
Generation
Tenure
Company Culture at Impact Wealth Management
The employee experience below at Impact Wealth Management, compared to a typical company.
Learn More100% of employees at Impact Wealth Management say it is a great place to work compared to 57% of employees at a typical U.S.-based company.
100%
Management keeps me informed about important issues and changes.
100%
Management makes its expectations clear.
100%
I can ask management any reasonable question and get a straight answer.
100%
Management is approachable, easy to talk with.
100%
Management is competent at running the business.
Why Work at Impact Wealth Management?
See what employees say about what makes Impact Wealth Management a great workplace. These words are drawn from employee comments on the Trust Index™ survey.
Life at Impact Wealth Management
Employees leading a community 5k charity walk.
Mark and Dina Delp at the California State University Fullerton Family Business Awards
The company cover an employee's full salary for any time spent volunteering. Here is one of our advisors coaching
Summer ice cream social
Holiday sweater competition
Best Workplaces Lists
Great Place To Work® is proud to recognize Impact Wealth Management
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