Impact Partnership Wealth, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

313928

SEC number

801-121239

Firm type

RIA

Assets under management

$3.0B as of Mar 31, 2026

Website

www.linkedin.com/company/impact-partnership-wealth-us/about ↗

Phone

800-380-5040

Address

1688 White Circle Nw, Marietta, GA, 30066

Advisors at this firm

75 in our index · page 2 of 2

• Christopher Thomas SheridanCRD 7021485 · Conyers, GA
  IA Registered
• Ryan Nicholas ShubinCRD 4367965 · Miramar Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan James SmithCRD 5527321 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Steven Todd StandleyCRD 4282051 · Brentwood, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James Bradford StarkCRD 1068449 · Milford, DE
  IA RegisteredRegistration inactive
• Jordan Christopher ScallanCRD 7201414 · Metairie, LA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Craig Eastman ShepardCRD 5641025 · Framingham, MA
  IA Registered
  Disclosure event(s) on record
• Patrick Chapman SmithCRD 7170222 · Augusta, GA
  IA Registered
• Virgil Nathaniel SweetCRD 7821591 · Doral, FL
  IA RegisteredRegistration inactive
• Jose Edgar TorresCRD 7882576 · Cedar Park, TX
  IA Registered
• Richard Conrad TrabueCRD 7749911 · Acworth, GA
  IA Registered
• Mark Duane TroyerCRD 3216650 · Scottsdale, AZ
  IA Registered
• Zack Courson TroyerCRD 7731308 · Fort Wayne, IN
  IA Registered
• Jose Maria ValenzuelaCRD 2425543 · Davie, FL
  IA Registered
  Disclosure event(s) on record
• Aaron Michael VincentCRD 6310197 · Woodstock, GA
  IA RegisteredRegistration inactive
• Julia Marie ValenzuelaCRD 7422329 · Davie, FL
  IA Registered
• Achilleas VargiamisCRD 7013474 · Wilmington, DE
  IA RegisteredRegistration inactive
• Thomas Daniel WalkerCRD 7892632 · Charlotte, NC
  IA Registered
• Richard Wayne WarnerCRD 4644933 · Auburn, NE
  IA Registered
• Frederick Charles WhitfordCRD 2560740 · Colorado Springs, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James Stephen WilliamsCRD 7047803 · Griffin, GA
  IA RegisteredRegistration inactive
• Erik Sean WilsonCRD 2785624 · Stuart, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Brady Christopher WatkinsCRD 8209160 · Woodstock, GA
  IA Registered
• Michael Chase WeinbergerCRD 6567794 · Marietta, GA
  IA Registered
• Tyler Eric ZaborskyCRD 5916564 · Basking Ridge, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.