IMPACT WEALTH GROUP

Overview

Impact Wealth Group is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individuals and families with a mix of financial planning and discretionary portfolio management, and it also offers selection of third‑party advisers when clients need access to specialized strategies. Fee arrangements combine a percentage of assets under management with fixed fees, allowing flexibility across client relationships. Investment activity centers on pooled public funds—primarily mutual funds—while the firm acts as a capital allocator when it makes third‑party manager selections. Impact Wealth Group does not position itself as an active ESG investor and is not structured as a multi‑state adviser. The firm also maintains an industry affiliation with an insurance company, which aligns with its use of annuity products within some client programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices