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IMPACT PARTNERSHIP WEALTH, LLC

MARIETTA, GA · CRD 313928 · IAPD ↗ · 800-380-5040

$2.96BRegulatory AUM
89Advisory reps
100Employees
0Clients
0Planning clients
0Private funds
51States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — IMPACT PARTNERSHIP WEALTH, LLC reported RAUM up 76% ($1.68B -> $2.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — IMPACT PARTNERSHIP WEALTH, LLC grew from 72 to 89 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
August 2025 — IMPACT PARTNERSHIP WEALTH, LLC notice-filed in AK, ME, ND, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2025 — IMPACT PARTNERSHIP WEALTH, LLC notice-filed in ID, MS, MT, NH, RI, SD, VT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2025 — IMPACT PARTNERSHIP WEALTH, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — IMPACT PARTNERSHIP WEALTH, LLC's Item 11 disclosure-reporting entries rose by 3 (5 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — IMPACT PARTNERSHIP WEALTH, LLC added office(s): 49 -> 79 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — IMPACT PARTNERSHIP WEALTH, LLC crossed $1B in regulatory AUM ($751.6M -> $1.68B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2025 — IMPACT PARTNERSHIP WEALTH, LLC grew from 50 to 72 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — IMPACT PARTNERSHIP WEALTH, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — IMPACT PARTNERSHIP WEALTH, LLC added office(s): 30 -> 49 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — IMPACT PARTNERSHIP WEALTH, LLC crossed $500M in regulatory AUM ($292.0M -> $751.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
April 2024 — IMPACT PARTNERSHIP WEALTH, LLC grew from 33 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.