IMPACT PARTNERSHIP WEALTH, LLC
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
FINTRXOverview
Impact Partnership Wealth, LLC is a privately held advisory firm that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers a mix of financial planning and discretionary portfolio management, along with pension consulting, manager selection, and educational workshops. Its fee schedule includes percentage-of-AUM fees plus options for hourly and fixed-fee engagements. Impact Partnership notes it is not an active ESG investor. The firm maintains relationships across several industry channels — including broker-dealers, other registered advisers, accounting and law firms, insurance providers and real estate brokers — which supports its role in sourcing external managers and coordinating multi-disciplinary client work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities24%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents7%
Owners & executives
3 of 7ANNETTA CARTER
CEOCRD 2286367
Rick Hughes
Founder & CEOCRD 6689481
Jamie Peak
Operations CoordinatorCRD 2984739
Contacts
3 of 86ABIGAIL MILLER
Investment Advisor RepresentativeCRD 7121933
Brady Watkins
ProfessionalCRD 8209160
Curtis James
Investment Advisor RepresentativeCRD 8037767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 166Active vs passive
$897M in ETFs
92%
$825M
7%
$71.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EUROPEAN STOCK INDEX FUND (VGK) | Vanguard | Passive | Europe Stock | $68M | 825,448 | 7.59% |
Location
MARIETTA, GA
COBB
Location
MARIETTA, GA
Headquartered in MARIETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- COBB
- Address
- 1688 White Cir
- Time zone
- ET (UTC-5)
- Office locations
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