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| Impact Partnership Wealth LLC
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|---|---|
| CRD # | 313928 |
| SEC # | 801-121239 |
| CIK # | 0001984555 |
| AUM | $3.0 B (2026-03-31) |
| Employees | 100 (89% Investors, 1% Brokers) |
| Phone | 800-380-5040 |
| Address | 1688 White Circle NW Marietta, GA 30066 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 36.9 | ||
| Trebia Acquisition Corp | 29.2 | ||
| SPDR Gold Trust | 23.2 | ||
| Apple Inc | 12.4 | ||
| Nvidia Corp | 6.6 | ||
| Microsoft Corp | 4.0 | ||
| Wal Mart Stores Inc | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,476 | 2.0 |
| (b) Individuals (high net worth individuals) | 512 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16,058 | 3.0 |
| By Discretionary | ||
| Discretionary | 16,058 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16,058 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 16,058 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001984555] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Truwealth Advisors LLC
✚
|
LA | 3.1 |
|
Certified Advisory Corp
✚
|
FL | 3.0 |
|
Vicus Capital Inc
✚
|
PA | 3.0 |
|
Heritage Financial Services LLC
✚
|
MA | 3.0 |
|
Parcion Private Wealth LLC
✚
|
WA | 3.0 |
|
Creative Financial Designs Inc
✚
|
IN | 2.9 |
|
Foster & Motley Inc
✚
|
OH | 2.9 |
|
Deschutes Investment Consulting LLC
✚
|
OR | 2.9 |
|
RMR Wealth Builders Inc
✚
|
NJ | 2.9 |
|
Regal Investment Advisors LLC
✚
|
MI | 2.9 |