Impact Partnership Wealth, LLC

Registered investment adviser · Marietta, GA · CRD #313928

Form ADV data as of 2026-09-01

Regulatory assets

$2.96 billion

Total accounts

16,058

Employees

100

Disclosure events

Firm details

Website: https://www.linkedin.com/company/impact-partnership-wealth-us/about/
Telephone: 800-380-5040
SEC file number: 801-121239
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 4 disclosure questions answered Yes, covering 5 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)
A self-regulatory organization found a false statement or omission

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.96 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$2.96 billion
Discretionary accounts	16,058
Non-discretionary accounts	0
Total accounts	16,058
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	100
Employees performing investment advisory functions (including research)	89
Employees who are registered representatives of a broker-dealer	1
Employees registered as investment adviser representatives with a state	89
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	83
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$660.0 million
Clients for whom the firm has custody	3,788
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Accountant or accounting firmLawyer or law firmInsurance company or agencyReal estate broker or dealer

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	7,476	$1.97 billion
High net worth individuals	512	$971.3 million
Pension and profit sharing plans (not the participants or government plans)	7	$6.6 million
Corporations or other businesses not listed above	22	$13.6 million