IMPACT PARTNERSHIP WEALTH, LLC
CRD #313928 SEC #801-121239 MARIETTA, GA 800-380-5040
SEC Registered Disclosures
Total AUM
$1.7B
Discretionary
$1.7B
Employees
78
Clients
0
Accounts
10,237
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.7B | $1.7B | $0 | 78 | 0 |
| Aug 2025 | $1.7B | $1.7B | $0 | 78 | 0 |
| Jul 2025 | $1.7B | $1.7B | $0 | 78 | 0 |
| Jun 2025 | $1.7B | $1.7B | $0 | 78 | 0 |
| Apr 2025 | $1.7B | $1.7B | $0 | 78 | 0 |
| Mar 2025 | $1.7B | $1.7B | $0 | 78 | 0 |
| Nov 2024 | $751.6M | $751.6M | $0 | 54 | 0 |
| Jun 2024 | $751.6M | $751.6M | $0 | 54 | 0 |
| Jun 2024 | $751.6M | $751.6M | $0 | 54 | 0 |
| Mar 2024 | $751.6M | $751.6M | $0 | 54 | 0 |
| Nov 2023 | $292M | $292M | $0 | 37 | 0 |
| Oct 2023 | $292M | $292M | $0 | 37 | 0 |
| Sep 2023 | $292M | $292M | $0 | 37 | 0 |
| Jul 2023 | $292M | $292M | $0 | 37 | 0 |
| Jul 2023 | $292M | $292M | $0 | 37 | 0 |
| Jun 2023 | $292M | $292M | $0 | 37 | 0 |
| Jun 2023 | $292M | $292M | $0 | 37 | 0 |
| Jun 2023 | $292M | $292M | $0 | 37 | 0 |
| Apr 2023 | $292M | $292M | $0 | 37 | 0 |
| Mar 2023 | $292M | $292M | $0 | 37 | 0 |
| Nov 2022 | $137.2M | $137.2M | $0 | 29 | 0 |
| Nov 2022 | $137.2M | $137.2M | $0 | 29 | 0 |
| Sep 2022 | $137.2M | $137.2M | $0 | 29 | 0 |
| Aug 2022 | $137.2M | $137.2M | $0 | 29 | 0 |
| Jul 2022 | $137.2M | $137.2M | $0 | 24 | 0 |
| Jul 2022 | $137.2M | $137.2M | $0 | 24 | 0 |
| Jun 2022 | $137.2M | $137.2M | $0 | 24 | 0 |
| May 2022 | $137.2M | $137.2M | $0 | 24 | 0 |
| May 2022 | $137.2M | $137.2M | $0 | 24 | 0 |
| Mar 2022 | $137.2M | $137.2M | $0 | 24 | 0 |
| Mar 2022 | $104.6M | $104.2M | $359.2K | 17 | 0 |
| Jan 2022 | $104.6M | $104.2M | $359.2K | 17 | 0 |
| Dec 2021 | $104.6M | $104.2M | $359.2K | 17 | 0 |
| Sep 2021 | $14.3M | $14.3M | $0 | 12 | 0 |
DateOct 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees78
Clients0
DateAug 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees78
Clients0
DateJul 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees78
Clients0
DateJun 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees78
Clients0
DateApr 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees78
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees78
Clients0
DateNov 2024
Total AUM$751.6M
Discretionary$751.6M
Non-Disc.$0
Employees54
Clients0
DateJun 2024
Total AUM$751.6M
Discretionary$751.6M
Non-Disc.$0
Employees54
Clients0
DateJun 2024
Total AUM$751.6M
Discretionary$751.6M
Non-Disc.$0
Employees54
Clients0
DateMar 2024
Total AUM$751.6M
Discretionary$751.6M
Non-Disc.$0
Employees54
Clients0
DateNov 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees37
Clients0
DateOct 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees37
Clients0
DateSep 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees37
Clients0
DateJul 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees37
Clients0
DateJul 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees37
Clients0
DateJun 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees37
Clients0
DateJun 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees37
Clients0
DateJun 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees37
Clients0
DateApr 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees37
Clients0
DateMar 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees37
Clients0
DateNov 2022
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees29
Clients0
DateNov 2022
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees29
Clients0
DateSep 2022
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees29
Clients0
DateAug 2022
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees29
Clients0
DateJul 2022
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees24
Clients0
DateJul 2022
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees24
Clients0
DateJun 2022
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees24
Clients0
DateMay 2022
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees24
Clients0
DateMay 2022
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees24
Clients0
DateMar 2022
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees24
Clients0
DateMar 2022
Total AUM$104.6M
Discretionary$104.2M
Non-Disc.$359.2K
Employees17
Clients0
DateJan 2022
Total AUM$104.6M
Discretionary$104.2M
Non-Disc.$359.2K
Employees17
Clients0
DateDec 2021
Total AUM$104.6M
Discretionary$104.2M
Non-Disc.$359.2K
Employees17
Clients0
DateSep 2021
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees12
Clients0