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 a limited liability company that registered with the SEC in 2021 and operates as a capital allocator to both individual/family and institutional clients. The firm provides comprehensive advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of third‑party managers, and educational workshops. Its fee arrangements are a mix of percentage of assets under management, hourly fees, and fixed fees. Impact Partnership does not characterize itself as an active ESG investor. The firm maintains relationships across the financial services ecosystem — including broker‑dealers, other investment advisers, accountants, law firms, insurance companies and real estate brokers — which supports its role in sourcing outside managers and solutions for clients.