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IMPACT PARTNERSHIP WEALTH, LLC
IMPACT PARTNERSHIP WEALTH, LLC
MARIETTA, Georgia
·
6 registered advisors
·
CRD# 313928
SEC# 801-121239
49
800-380-5040
01
Firm Overview
AUM
$752M
Regulatory assets under management
Employees
54
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at IMPACT PARTNERSHIP WEALTH, LLC
6 registered advisors
Brad Alex Jenkins
KENNESAW, Georgia
CRD# 4228453
Bradley Ryan Jenkins
MARIETTA, Georgia
CRD# 5767464
Derrick Wade Vermillion
KENNESAW, Georgia
CRD# 3213279
Shawn Michael Scholz
MARIETTA, Georgia
CRD# 2891167
Stephen Walker Odom
MARIETTA, Georgia
CRD# 5822922
Thomas Allen Zebley
MARIETTA, Georgia
CRD# 7359868
05
Office Locations
MARIETTA, Georgia
4 advisors
KENNESAW, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. IMPACT PARTNERSHIP WEALTH, LLC (CRD# 313928) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.