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 an independent registered investment adviser that began SEC registration in 2021. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory model combines fee-for-AUM engagement with hourly and fixed-fee options, and its advisory activities span financial planning, discretionary portfolio management for individuals and businesses, pension consulting, manager selection, and client education through seminars and workshops. The firm does not identify as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 195Active vs passive
$1.3B in ETFs
91%
$1.2B
6%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $134M | 1,458,258 | 10.18% |
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
Similar firms
Narwhal Capital Management
RIAMarietta, GA
Marietta Wealth Management, LLC
RIAMarietta, GA
American Financial Advisors, LLC
RIAMarietta, GA
Nicholas Wealth Management
RIAMarietta, GA
Wiser Wealth Management, Inc
RIAMarietta, GA
Paul Manners & Associates, Inc.
RIAMarietta, GA