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 (SEC-registered in 2021) organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator, combining portfolio management and financial planning with the selection of outside managers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Service offerings explicitly include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, selection of other advisers, and educational seminars/workshops. The firm reports no emphasis on ESG investing and maintains industry relationships spanning broker-dealers, other advisers, accountants, law firms, insurance companies, and real estate brokers.
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 9
Steven Aul
President and CEOCRD 5772886
Jacquelyn Campbell
CEO and Founder, Financial AdvisorCRD 6364442
Rick Hughes
Founder & CEOCRD 6689481
Contacts
3 of 86Craig Shepard
Owner, PresidentCRD 5641025
Bradley Jenkins
ConsultantCRD 5767464
Dawn Carey
Investment Advisor RepresentativeCRD 5138867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 192Active vs passive
$1.2B in ETFs
90%
$1.1B
6%
$122M
| 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 | $155M | 1,688,043 | 12.66% |
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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