{
  "crd_number": 313928,
  "slug": "impact-partnership-wealth-llc-marietta-ga-313928",
  "primary_business_name": "IMPACT PARTNERSHIP WEALTH, LLC",
  "legal_name": "IMPACT PARTNERSHIP WEALTH, LLC",
  "dbas": [],
  "city": "Marietta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-24",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-10",
  "carried_forward": false,
  "raum_total": 2963975229.0,
  "raum_discretionary": 2963975229.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 100,
  "advisory_employees": 89,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1972504236.0,
      "count": 7476
    },
    "pension_profit_sharing": {
      "raum": 6562069.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 971284066.0,
      "count": 512
    },
    "corporations_other_businesses": {
      "raum": 13624858.0,
      "count": 22
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/ImpactPartnership",
    "https://impactpartnershipwealth.com",
    "https://instagram.com/theimpactpartnership",
    "https://linkedin.com/company/impact-partnership-wealth-us/about",
    "https://linkedin.com/company/the-impact-partnership",
    "https://x.com/Impact_Partner",
    "https://youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313928",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "MARIETTA",
  "url": "https://advisorcensus.com/firm/impact-partnership-wealth-llc-marietta-ga-313928",
  "display_name": "Impact Partnership Wealth, LLC",
  "summary": "Impact Partnership Wealth, LLC is an SEC-registered investment advisory firm in Marietta, GA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 10, 2026.",
  "citation": "AdvisorCensus. Impact Partnership Wealth, LLC (CRD 313928): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Impact Partnership Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Impact Partnership Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Impact Partnership Wealth, LLC located?",
      "a": "Impact Partnership Wealth, LLC's principal office is in Marietta, GA, according to its Form ADV; the October 2026 filing also lists 23 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Impact Partnership Wealth, LLC registered with the SEC or a state?",
      "a": "Impact Partnership Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313928."
    },
    {
      "q": "How much does Impact Partnership Wealth, LLC manage?",
      "a": "Impact Partnership Wealth, LLC reports $2,963,975,229 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Impact Partnership Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Impact Partnership Wealth, LLC: Regulatory assets under management: $14,255,183 in the October 2021 data and $2,963,975,229 in the October 2026 data, up 20692%. Total employees: 12 in October 2021 and 100 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Impact Partnership Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7,476); high net worth individuals (512); corporations or other businesses not listed above (22)."
    },
    {
      "q": "Which custodians does Impact Partnership Wealth, LLC use?",
      "a": "Impact Partnership Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Impact Partnership Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313928"
    },
    {
      "q": "Does Impact Partnership Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"We do not impose a minimum account value to initiate our Firm’s advisory and asset management services.\""
    },
    {
      "q": "What changed in Impact Partnership Wealth, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Item 11 disclosure answers changed: 3 yes answers, previously 4 (now no: 11.E(1))."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 14255183.0,
      "total_employees": 12,
      "filing_date": "2021-09-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 137182836.0,
      "total_employees": 29,
      "filing_date": "2022-09-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 291965318.0,
      "total_employees": 37,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 751621346.0,
      "total_employees": 54,
      "filing_date": "2024-06-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1682147707.0,
      "total_employees": 78,
      "filing_date": "2025-07-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2963975229.0,
      "total_employees": 100,
      "filing_date": "2026-09-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Item 11 disclosure answers changed: 3 yes answers, previously 4 (now no: 11.E(1))."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,682,147,707 to $2,963,975,229 (+76%).",
        "Employees performing advisory functions went from 72 to 89.",
        "Item 11 disclosure answers changed: 4 yes answers, previously 6 (now no: 11.E(2), 11.E(4)).",
        "Changed its office addresses in Fort Wayne, IN.",
        "Added an office in Grand Rapids, MI.",
        "Added an office in Henderson, NV.",
        "Added an office in Las Vegas, NV.",
        "Added an office in Little Rock, AR.",
        "Added an office in Ocean Springs, MS.",
        "Added an office in West Hollywood, CA.",
        "No longer lists an office in Brownsburg, IN.",
        "No longer lists an office in Denver, CO.",
        "No longer lists an office in Egg Harbor Township, NJ.",
        "No longer lists an office in Newport News, VA.",
        "No longer lists an office in Vienna, VA.",
        "No longer lists an office in Woodstock, GA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not impose a minimum account value to initiate our Firm’s advisory and asset management services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We do not impose a minimum account value to initiate our Firm’s advisory and asset management services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/impact-partnership-wealth-llc-marietta-ga-313928.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7476,
      "fewer_than_5": false,
      "raum": 1972504236.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 512,
      "fewer_than_5": false,
      "raum": 971284066.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 6562069.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 13624858.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313928",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}