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Shawn Michael Scholz

IMPACT PARTNERSHIP WEALTH, LLC·MARIETTA, Georgia
SIE, Series 6, Series 7, Series 24, Series 63Clean recordIMPACT PARTNERSHIP WEALTH, LLC
1688 WHITE CIRCLE NW, MARIETTA, GA 30066CRD# 2891167Firm CRD# 313928

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shawn Michael Scholz · MARIETTA, GA
Registration
CRD #2891167 · IMPACT PARTNERSHIP WEALTH, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
IMPACT PARTNERSHIP WEALTH, LLC
CRD 313928 · SEC 801-121239
AUM
$752M
Regulatory assets under management
Employees
54
7,527 client accounts
Services offered by IMPACT PARTNERSHIP WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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04

Frequently Asked Questions

What services does Shawn Michael Scholz offer?
Shawn Michael Scholz specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Shawn Michael Scholz's credentials?
Shawn Michael Scholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Michael Scholz located?
Shawn Michael Scholz is based in MARIETTA, Georgia, working with IMPACT PARTNERSHIP WEALTH, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Shawn Michael Scholz charge for services?
Shawn Michael Scholz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IMPACT PARTNERSHIP WEALTH, LLC?
IMPACT PARTNERSHIP WEALTH, LLC has approximately 54 employees and manages $752M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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