Impact Partnership Wealth, LLC
Impact Partnership Wealth, LLC (CRD# 313928) is a financial advisory firm headquartered in Marietta, GA. They manage $751,621,346 in 7,527 accounts and serve the financial needs of clients across 37 states (or territories).
-
Total Assets Under Management752MILLION
-
Total Number of Accounts7,527ACCOUNTS
-
Average Account Value$99,857
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV
Steven Aul (CRD# 5772886) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Marietta, GA and has over 14 years of experience in the finance industry.
Michael Baumann (CRD# 1518081) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Melbourne, FL and has over 37 years of experience in the finance industry.
Daniel Blair (CRD# 4847450) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Denver, CO and has over 16 years of experience in the finance industry.
Lynn Bridges (CRD# 1492165) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Saint George, UT and has over 38 years of experience in the finance industry.
Robbin Broome (CRD# 2517550) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Easley, SC and has over 29 years of experience in the finance industry.
Rick Hoskins (CRD# 6203272) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Marietta, GA and has over 9 years of experience in the finance industry.
Tayvon Jackson (CRD# 5976837) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Landover, MD and has over 12 years of experience in the finance industry.
George Kurtz (CRD# 1410049) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Chattanooga, TN and has over 38 years of experience in the finance industry.
Edward Nolan (CRD# 6449689) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Marietta, GA and has over 8 years of experience in the finance industry.
Shawn Okeefe (CRD# 2494631) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Denver, CO and has over 28 years of experience in the finance industry.