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IMPACT PARTNERSHIP WEALTH, LLC
CRD 313928File 801-121239
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.96B
Top 25% of cohort (national)
Discretionary AUM
$2.96B
Clients
8,017
16,058 accounts
Employees
100
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 24, 2021
- Principal office
- 1688 WHITE CIRCLE NW, MARIETTA, GA, 30066
- Phone
- 800-380-5040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.96B
- Discretionary AUM
- $2.96B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16,058
- Non-discretionary accounts
- 0
- Total accounts
- 16,058
- AUM per client
- $370K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $13.6M |
| High net worth individuals | 512 | $971.3M |
| Pension and profit sharing plans | 7 | $6.6M |
| Individuals (other than high net worth individuals) | 7,476 | $1.97B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D4
- Q11E1
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.