PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Impact Partnership Wealth, LLC

● SEC registered since 2021CRD 313928SEC# 801-121239Marietta, GA
Export (members)
Reg. AUM
$2.96B
Employees
100
Accounts
16,058
Location
Marietta, GA

Impact Partnership Wealth, LLC assets under management

Impact Partnership Wealth, LLC is an SEC-registered investment adviser based in Marietta, GA. The firm has been registered since 2021. It reports $3 billion in regulatory assets under management and employs 100 people.

Impact Partnership Wealth, LLC owners & executives

7 reported
NameTitleOwnershipSince
Bradley Ryan JenkinsConsultant10-25%2021
Foster Family Descendants Trust ControlMember25-50%2023
Karlun M Callanan Irrevocable Trust a ControlMember25-50%2023
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Impact Partnership Wealth, LLC manage?

Impact Partnership Wealth, LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Impact Partnership Wealth, LLC have?

Impact Partnership Wealth, LLC reports 100 employees.

Where is Impact Partnership Wealth, LLC located?

Impact Partnership Wealth, LLC is based in Marietta, GA and has been SEC-registered since 2021.

Does Impact Partnership Wealth, LLC disclose fund performance?

Impact Partnership Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1688 White Circle NW, Marietta, GA 30066
Phone800-380-5040
Office hours8:30 To 5:30 Est
SEC regionAtlanta Regional Office (ARO)
CIK1984555
Discloses disciplinary historyYes

Regulatory AUM

$2.96B▲ 76%
Mar '25 — $1.68BApr '25 — $1.68BMay '25 — $1.68BJun '25 — $1.68BJul '25 — $1.68BAug '25 — $1.68BSep '25 — $1.68BOct '25 — $1.68BNov '25 — $1.68BDec '25 — $1.68BJan '26 — $1.68BFeb '26 — $1.68BMar '26 — $2.96BApr '26 — $2.96BMay '26 — $2.96BJun '26 — $2.96B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$2.96Bregulatory AUM
Discretionary $2.96B