Investment adviser · CRD 313928
IMPACT PARTNERSHIP WEALTH, LLC
Investment adviser filing (IA)
MARIETTA, GA, United States · Form ADV filed Sep 10, 2026
- Regulatory AUM
- $2.96B Form ADV · Item 5.F
- Client accounts
- 16,058 Accounts, not individual clients
- Employees
- 100 Reported in this filing
- Advisory professionals
- 89 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 7,476 | $1,972,504,236 | 66.5% |
| High-net-worth individuals | 512 | $971,284,066 | 32.8% |
| Corporations & businesses | 22 | $13,624,858 | 0.5% |
| Retirement plans | 7 | $6,562,069 | 0.2% |
Filing source
Form ADV 2131782 · Sep 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1688 WHITE CIRCLE NWMARIETTA, GA, 30066, United States
CRD 313928
Filing source
Form ADV 2131782 · Sep 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.