Impact Partnership Wealth, LLC
● SEC registered since 2021CRD 313928SEC# 801-121239Marietta, GA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Ryan Jenkins | Consultant | 10-25% | 2021 |
| Foster Family Descendants Trust Control | Member | 25-50% | 2023 |
| Karlun M Callanan Irrevocable Trust a Control | Member | 25-50% | 2023 |
| Shawn Michael Scholz Control | Chief Compliance Officer | Under 5% | 2023 |
| Thomas Allen Zebley Control | President, Chief Executive Officer | 10-25% | 2021 |
| David James Callanan Control | Trustee | 25-50% | 2023 |
| Preservation Trust Company Control | Trustee | 25-50% | 2023 |
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
| Address | 1688 White Circle NW, Marietta, GA 30066 |
| Phone | 800-380-5040 |
| Office hours | 8:30 To 5:30 Est |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1984555 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.96B▲ 76%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
EmployeesTop 7%
More than 93% of 16,824 advisers
Assets under management
$2.96Bregulatory AUM
Discretionary $2.96B