Data / Investment advisers / Georgia / Impact Partnership Wealth, LLC
Impact Partnership Wealth, LLC, Marietta, GA: $3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Impact Partnership Wealth, LLC is an SEC registered investment adviser with its main office in Marietta, Georgia and reports $3 billion in regulatory assets under management in its Form ADV filed September 10, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Impact Partnership Wealth, LLC (CRD number 313928): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 313928
- SEC file number
- 801-121239
- SEC status
- Approved, effective May 24, 2021
- Main office
- 1688 White Circle NW, Marietta, GA 30066
- Phone
- (800) 380-5040
- Regulatory AUM
- $2,963,975,229 in the Form ADV filed September 10, 2026
- Discretionary AUM
- $2,963,975,229
- Accounts
- 16,058
- Employees
- 100, of which 89 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 79
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 7,476 | $1.97 billion |
| High net worth individuals | 512 | $971.3 million |
| Corporations or other businesses | 22 | $13.6 million |
| Pension and profit sharing plans | 7 | $6.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.96 billion | March 31, 2026 |
| December 1, 2025 | $1.68 billion | October 1, 2025 |
Other advisers in Marietta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Narwhal Capital Management | Marietta | $2.08 billion | Not listed | adviserinfo.sec.gov |
| Marietta Wealth Management, LLC | Marietta | $1.39 billion | Not listed | adviserinfo.sec.gov |
| American Financial Advisors, LLC. | Marietta | $950.2 million | Not listed | adviserinfo.sec.gov |
| Nicholas Wealth Management | Marietta | $739.8 million | Not listed | adviserinfo.sec.gov |
| Wiser Wealth Management, Inc | Marietta | $513.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Marietta, GA
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Impact Partnership Wealth, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.