IMPACT PARTNERSHIP WEALTH, LLC
Latest filing: Jul 18, 2025 (48 days ago)
AUM
$1,682,147,707
124% change vs. 1 year ago
1126% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
78
44% change vs. 1 year ago
225% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MARIETTA, GA
1688 WHITE CIRCLE NW, MARIETTA, GA, UNITED STATES, 30066
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $1.7 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 4,834 | $1.2 |
| Average Individual AUM | $249,422 | |
| HNW | 241 | $0.4 |
| Average HNW AUM | $1,861,178 | |
| Retail Total | 5,075 | $1.7 |
| Average Retail AUM | $325,961 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.6 |
| FIDELITY BROKERAGE SERVICES LLC | BOSTON-MA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $1.7 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 21% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 9% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 59% | $1.0 |
| Other Pools | 1% | $0.0 |
| Cash | 9% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | $37.5 | 282580 | |
| VETA INVESTMENT PARTNERS, LLC | $4.5 | 309023 | |
| JENKINS WEALTH | $0.3 | 153241 | |
| QUANTUM, LLC | $0.0 | - | |
| AE FINANCIAL SERVICES, LLC | $0.0 | broker-dealer | 298608 |
| ADVISOR INTERNET MARKETING, LLC | $0.0 | - | |
| AMERICAN LIFE & SECURITY COMPANY | $0.0 | - | |
| THE IMPACT PARTNERSHIP, LLC | $0.0 | - | |
| ADVISORS EXCEL, LLC | $0.0 | - | |
| INNOVATION DESIGN GROUP, LLC | $0.0 | - | |
| ASSET MARKETING SYSTEMS INSURANCE SERVICES, LLC | $0.0 | - | |
| KELTON BURGESS | $0.0 | law firm | - |
| VANESSA PATTERSON | $0.0 | - | |
| JACQUELYN CAMPBELL | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
59 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PAUL COLLINS | MARIETTA | GA | S63|1993-05-01|S65|2022-10-01 | ||||||
| HEIDI RICKEN | MARIETTA | GA | S65|2023-08-14 | ||||||
| BO RUEI CHEN | MARIETTA | GA | S65|2023-01-07 | ||||||
| COREY HODGES | MARIETTA | GA | S65|2019-09-04 | ||||||
| THOMAS WALKER | MARIETTA | GA | S65|2023-10-19 | ||||||
| SHAWN OKEEFE | MARIETTA | GA | S63|1995-11-09|S65|1996-10-24|S66|2011-06-17 | ||||||
| VANESSA PATTERSON | MARIETTA | GA | S65|2022-12-09 | ||||||
| DEXTER PIERCE | MARIETTA | GA | S63|1983-10-11|S65|2022-10-04 | ||||||
| DAWN CAREY | MARIETTA | GA | S66|2017-12-11 | ||||||
| ANNETTA CARTER | MARIETTA | GA | S63|1992-12-08|S65|2024-02-08 | ||||||
| RICHARD KUHN | MARIETTA | GA | S65|2021-07-22 | ||||||
| PATRICK SMITH | MARIETTA | GA | S65|2019-02-23 | ||||||
| RICHARD TRABUE | MARIETTA | GA | S65|2023-04-21 | ||||||
| FREDERICK WHITFORD | MARIETTA | GA | S66|2003-05-06|S63|2013-10-29|S65|2016-08-02 | ||||||
| FRANK ANDRESCAVAGE | MARIETTA | GA | S63|1981-10-21|S65|2005-03-28 | ||||||
| THOMAS PHELAN | MARIETTA | GA | S65|2024-02-01 | ||||||
| KARL JOERN | MARIETTA | GA | S65|2017-03-18 | ||||||
| PAUL BERTRAND | MARIETTA | GA | S65|2007-05-21|S63|2007-08-30 | ||||||
| VICKI JOERN | MARIETTA | GA | S66|2000-12-01 | ||||||
| BENJAMIN SMITH | MARIETTA | GA | S65|2015-08-06 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $1.7 | $0.0 | 0% | 78 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 78 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.9 | 124% | 54 | 24 | 44% |
| 2023-04-04 | $0.3 | $1.4 | 476% | 37 | 41 | 111% |
| 2022-04-01 | $0.1 | $1.5 | 1126% | 24 | 54 | 225% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA, AK-07/18/2025, AL-11/19/2024, AR-07/20/2023, AZ-05/17/2022, CA-12/22/2021, CO-05/24/2021, CT-04/13/2023, DC-05/17/2022, DE-05/02/2022, FL-01/10/2022, GA-05/24/2021, HI-07/11/2022, IA-08/11/2021, ID-06/09/2025, IL-03/28/2022, IN-06/08/2022, KS-11/18/2022, KY-04/21/2025, LA-05/24/2021, MA-09/06/2023, MD-06/24/2021, ME-07/18/2025, MI-11/16/2022, MN-06/24/2021, MO-11/16/2022, MS-06/09/2025, MT-06/09/2025, NC-03/28/2022, ND-07/18/2025, NE-08/11/2021, NH-06/09/2025, NJ-05/17/2022, NM-03/29/2023, NV-03/29/2023, NY-11/16/2022, OH-01/10/2022, OK-07/12/2021, OR-06/24/2021, PA-05/17/2022, RI-06/09/2025, SC-05/17/2022, SD-06/09/2025, TN-05/24/2021, TX-05/24/2021, UT-12/22/2021, VA-01/10/2022, VT-06/09/2025, WA-05/24/2021, WI-06/09/2025, WV-07/26/2023, WY-07/18/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV