← Back to searchVisit website
IMPACT PARTNERSHIP WEALTH, LLC
CRD 313928 · SEC 801-121239
1688 WHITE CIRCLE NW, MARIETTA, GA, 30066, United States
Phone
800-380-5040
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.96B
Discretionary AUM
$2.96B
Team
100 total employees; 89 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7476 | $1.97B |
| High net worth individuals | 512 | $971.3M |
| Pension/profit sharing plans | 7 | $6.6M |
| Corporations/business entities | 22 | $13.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD