IMPACT PARTNERSHIP WEALTH, LLC

1688 White Circle Nw
Marietta, Georgia 30066
Tel: 800-380-5040

About IMPACT PARTNERSHIP WEALTH, LLC

IMPACT PARTNERSHIP WEALTH, LLC, formally registered with the SEC as IMPACT PARTNERSHIP WEALTH, LLC. The firm was established in 05/24/2021. They have over 50 offices throughout the country.

IMPACT PARTNERSHIP WEALTH, LLC is a Marietta, Georgia based Financial Planning firm with nearly $751,621,346 assets under management, offering retirement planning & investment advisory services to 7527 clients. The firm is staffed with 54 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313928
SEC#	801-121239
Assets Managed by Firm	$751,621,346
No. of Clients	7527
No. of Advisors	54

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	7527	$751,621,346
Individuals (other than high net worth individuals)	2190	$544,804,929
High net worth individuals	97	$206,488,119
Corporations or other businesses	2	$328,298

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EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
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