Impact Partnership Wealth, LLC

RIASEC RegisteredEst. 2021

Total AUM

$3B

Discretionary

$3B

100% of AUM

Avg account

$185K

Accounts

16,058

Employees

100

Advisory reps

Firm details

Headquarters: Marietta, Georgia
CRD number: 313928
Registered since: May 24, 2021
Website: impactpartnershipwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals66.55%
HNWI32.77%
Corporations / Businesses0.46%
Pension & Profit Sharing Plans0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Impact Partnership Wealth, LLC is an SEC‑registered wealth manager formed as a limited liability company in 2021. The firm operates as a capital allocator for both individual & family clients and institutional accounts, and its ownership structure includes a domestic entity and at least one individual owner. Its fee arrangements are flexible—percentage of AUM, hourly charges, and fixed fees are all used depending on the engagement. Advisory services center on financial planning and portfolio management for individuals, small businesses and institutional clients, and the firm also provides pension consulting, selection of outside advisers and educational workshops. Impact Partnership Wealth identifies as a non‑ESG active investor. It also lists multiple industry affiliations (broker‑dealer, other investment advisers, accountants, law firms, insurers and real estate brokers), which supports a multi‑disciplinary client service model.