Wealth manager, wrap-program sponsor · Marietta, GA
Impact Partnership Wealth, LLC
SEC-registered investment adviser · CRD 313928 · SEC 801-121239
At a glance
Impact Partnership Wealth, LLC is an SEC-registered investment adviser based in Marietta, Georgia, with $3.0 billion in regulatory assets under management as of its Form ADV filed September 10, 2026. Its largest client group by assets is individuals, and it reports 7,988 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 525th of 8,915 wealth managers and 2,848th of 17,210 SEC-registered advisers by assets.
Main office 800-380-5040impactpartnershipwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.0B
- Rank among wealth managers
- #525 of 8,915
- Rank among all SEC RIAs
- #2,848 of 17,210
- Rank in Georgia
- #52 of 331
- Individual clients
- 7,988
- High-net-worth clients
- 512
- Accounts
- 16,058
- Discretionary
- 100% of AUM
- Employees
- 100
- Advisory staff
- 89
- Offices
- 80
Owners and executives on its Form ADV
- Thomas A. ZebleyPresident, Chief Executive Officer
- Bradley R. JenkinsConsultant
- Shawn M. ScholzChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Impact Partnership Wealth, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: AE Financial Services, LLC.
- AE Financial Services, LLC ↗CRD 298608
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity), which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names Madison Avenue Securities and AE Financial Services as the broker-dealer its advisers are registered with.
gistration of Management Persons with a Broker-Dealer David Callanan, a Manager of Impact Partnership Wealth, LLC, is a registered representative of Madison Avenue Securities, LLC (“MAS”) (CRD # 23224), a broker-dealer affiliated with IPW.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 7,476 | $2.0B | 67% |
| High-net-worth individuals | 512 | $971M | 33% |
| Corporations or other businesses | 22 | $14M | <1% |
| Pension and profit sharing plans | 7 | $7M | <1% |
Disciplinary disclosures
Impact Partnership Wealth, LLC answers yes to 5 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗impactpartnershipwealth.com ↗
AtlasMembers
The full record on Impact Partnership Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 1,374 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Impact Partnership Wealth, LLC manage?
Impact Partnership Wealth, LLC reports $3.0 billion in regulatory assets under management across 16,058 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 10, 2026.
What kind of firm is Impact Partnership Wealth, LLC?
Impact Partnership Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Impact Partnership Wealth, LLC’s clients?
By assets, its largest client types are individuals ($2.0 billion, 7,476 clients); high-net-worth individuals ($971 million, 512 clients); corporations or other businesses ($14 million, 22 clients).
Does Impact Partnership Wealth, LLC have any disciplinary history?
Impact Partnership Wealth, LLC answers yes to 5 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Impact Partnership Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →