# Impact Partnership Wealth

Impact Partnership Wealth is a Bank / Wealth / Trust based in Marietta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Marietta, United States
- **Region:** North America
- **Address:** Marietta, GA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** impactpartnershipwealth.com
- **LinkedIn:** https://www.linkedin.com/company/impact-partnership-wealth-us

## Regulatory record

- **CRD number:** 313928
- **SEC file number:** 801-121239
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313928

## About

Founded in 2021 and headquartered in Marietta, Georgia, Impact Partnership Wealth operates as a registered investment advisor serving a mix of individual, high-net-worth, and business clients. The firm was established during a period of significant demographic inflow into the Atlanta metro area, positioning it to capture wealth created by corporate relocations and regional economic expansion. The firm's service model spans asset management, financial planning, and portfolio construction, with an emphasis on goals-based advice rather than product distribution. Impact Partnership Wealth's team size and total assets under advisement are not publicly disclosed. The firm has not announced adjacent vehicles, philanthropic structures, or participation in peer networks such as Tiger 21 or YPO. No material operational events — such as team hires, office openings, or regulatory filings — have been reported in the last 24 months that would indicate a change in posture. As a young advisory practice in a competitive RIA landscape, the firm's structural differentiation is still taking shape. Its primary distinction is a relationship-driven, planning-heavy model aimed at clients who may be underserved by larger wirehouses or robo-advisors — a stance common among boutique RIAs but difficult to verify without disclosed client outcomes or advisor credentials.

## Questions

### Who founded Impact Partnership Wealth?

The firm has not publicly disclosed its founding principals or current key decision-makers. Its SEC registration as a Georgia-based RIA is a matter of public record, but individual advisor names and professional backgrounds are not prominently surfaced in available filings or the firm's own communications.

### Does Impact Partnership Wealth disclose its assets under advisement?

No. The firm has not publicly reported its assets under advisement. Many RIAs of its age and apparent scale file as exempt reporting advisers or operate below public disclosure thresholds, making an accurate AUM figure unavailable.

### What investment products or strategies does the firm use?

While Impact Partnership Wealth has not publicly outlined specific strategies, its regulatory filings list services including asset management, financial planning, and portfolio management — a broad mandate typical of holistic advisory practices. No named funds, model portfolios, or third-party platform relationships have been disclosed.

## Related profiles

- [Impact Legacy Retirement Group](https://altss.com/profile/impact-legacy-retirement-group)
- [Impact Wealth Group](https://altss.com/profile/impact-wealth-group)

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Last updated: 2026-08-11T02:43:31.692Z

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