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| Happy Holidays!! thanks for using AUM13F!! |
| Impact Partnership Wealth LLC
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| CRD # | 313928 |
| SEC # | 801-121239 |
| CIK # | 0001984555 |
| AUM | $1.7 B (2025-07-18) |
| Employees | 78 (92% Investors, 1% Brokers) |
| Phone | 800-380-5040 |
| Address | 1688 White Circle NW Marietta, GA 30066 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 26.9 | ||
| SPDR Gold Trust | 13.8 | ||
| Trebia Acquisition Corp | 12.5 | ||
| Apple Inc | 9.7 | ||
| Nvidia Corp | 4.6 | ||
| Microsoft Corp | 3.0 | ||
| Amazon Com Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,834 | 1,205.7 |
| (b) Individuals (high net worth individuals) | 241 | 448.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 91 | 18.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 10,237 | 1,682.1 |
| By Discretionary | ||
| Discretionary | 10,237 | 1,682.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,237 | 1,682.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,682.1 | |
| Total | 10,237 | 1,682.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001984555] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Advisors Inc
✚
|
MO | 1.7 |
|
Ellenbecker Investment Group Inc
✚
|
WI | 1.7 |
|
JSF Financial LLC
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|
CA | 1.7 |
|
Physician Wealth Advisors Inc
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|
UT | 1.7 |
|
The Fiduciary Group LLC
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|
GA | 1.7 |
|
Navy Federal Investment Services LLC
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|
VA | 1.7 |
|
Twelve Points Wealth Management LLC
✚
|
MA | 1.7 |
|
Greenwood Capital Associates LLC
✚
|
SC | 1.7 |
|
Retirement Management Systems Inc
✚
|
MD | 1.7 |
|
Bensler LLC
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|
WA | 1.6 |