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).
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Total Assets Under Management752MILLION
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Total Number of Accounts7,527ACCOUNTS
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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
Bo Ruei Chen (CRD# 7702530) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Marietta, GA and has 1 year of experience in the finance industry.
Jacob Child (CRD# 7682994) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Vienna, VA and has 1 year of experience in the finance industry.
Paul Collins (CRD# 1600843) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Marietta, GA and has over 31 years of experience in the finance industry.
James Fox (CRD# 3263700) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Melbourne, FL and has over 9 years of experience in the finance industry.
Lisa Kim (CRD# 7800608) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Hyattsville, MD and has 1 year of experience in the finance industry.
Jimmy Lin (CRD# 7563430) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Las Vegas, NV and has over 2 years of experience in the finance industry.
Abigail Miller (CRD# 7121933) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Marietta, GA and has 1 year of experience in the finance industry.
Vanessa Patterson (CRD# 7702523) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Marietta, GA and has 1 year of experience in the finance industry.
Thomas Phelan (CRD# 7884042) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Plano, TX and has 1 year of experience in the finance industry.
Dexter Pierce (CRD# 1193499) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Marietta, GA and has over 40 years of experience in the finance industry.