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).

Current Firm Details
1688 White Circle Nw, Marietta, GA 30066
https://www.facebook.com/impactpartnershipwealth
By the Numbers
  • Total Assets Under Management
    752
    MILLION
  • Total Number of Accounts
    7,527
    ACCOUNTS
  • Average Account Value
    $99,857
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Impact Partnership Wealth, LLC
Showing 1 - 10 of 36 top financial advisors.
1
Steven Aul, financial advisor Marietta GA
Steven A. Aul
CRD#: 5772886
1688 White Circle Nw, Marietta, GA 30066

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.

2
Michael Baumann, financial advisor Melbourne FL
Michael F. Baumann
CRD#: 1518081
2351 W Eau Gallie Blvd, Ste 1, Melbourne, FL 32935

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.

3
Daniel Blair, financial advisor Denver CO
Daniel R. Blair
CRD#: 4847450
425 S. Cherry St, Suite 840, Denver, CO 80246

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.

4
Lynn Bridges, financial advisor Saint George UT
Lynn S. Bridges
CRD#: 1492165
20 North Main St, Suite 309, Saint George, UT 84770

Lynn Bridges (CRD# 1492165) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Saint George, UT and has over 37 years of experience in the finance industry.

5
Robbin Broome, financial advisor Easley SC
Robbin P. Broome
CRD#: 2517550
810-c Powdersville Rd, Easley, SC 29642

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.

6
Rick Hoskins, financial advisor Marietta GA
Rick Hoskins
CRD#: 6203272
1688 White Circle Nw, Marietta, GA 30066

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.

7
Tayvon Jackson, financial advisor Landover MD
Tayvon R. Jackson
CRD#: 5976837
8201 Corporate Drive, Suite 1135, Landover, MD 20785

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.

8
George Kurtz, financial advisor Chattanooga TN
George S. Kurtz
CRD#: 1410049
1335 Mackey Branch Drive, Suite 103a, Chattanooga, TN 37421

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.

9
Shawna Moore, financial advisor Glendale AZ
Shawna M. Moore
CRD#: 3272507
7025 W Bell Rd, Ste C9, Glendale, AZ 85308

Shawna Moore (CRD# 3272507) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Glendale, AZ and has over 23 years of experience in the finance industry.

10
Edward Nolan, financial advisor Marietta GA
Edward W. Nolan
CRD#: 6449689
1688 White Circle Nw, Marietta, GA 30066

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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