Hedge Fund Database

IMPACT PARTNERSHIP WEALTH, LLC

Adviser information for IMPACT PARTNERSHIP WEALTH, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 54
Investment Advisory/Research 50
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 50
Licensed Agents of an Insurance Company 47
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 7,527 $751.6M
Non-Discretionary 0 $0
Total 7,527 $751.6M

Clients

Type Number RAUM
Individuals 2,190 $544.8M
HNW Individuals 97 $206.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 2 $328,298
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 612.6M
Portfolio Manager 0
Both for Same 139.0M
Portfolio Manager to Program Sponsor
IPW WRAP FREE PROGRAM IMPACT PARTNERSHIP WEALTH, LLC

Identifiers

SEC RIA File Number 801-121239
SEC ERA File Number 801-121239
SEC CIK Numbers 1984555
SEC CRD Numbers 313928
Legal Entity Identifier None

Principal Office

1688 WHITE CIRCLE NW
MARIETTA
GA
United States
Monday - Friday, 8:30 TO 5:30 EST
Tel: 800-380-5040, Fax: None

Websites

www.facebook.com/impactpartnershipwealth www.linkedin.com/company/impact-partnership-wealth-us/about/ www.impactpartnershipwealth.com www.instagram.com/theimpactpartnership/?hl=en

Chief Compliance Officer

SHAWN SCHOLZ
2950 SW MCCLURE
STE B
TOPEKA
KS
United States
Tel: 866-363-9595
(Full email address available in API data)

Regulatory Contact

KASIE VANDONGE
REGULATORY AFFAIRS
2950 SW MCCLURE RD
TOPEKA
KS
United States
Tel: 866-363-9595
(Full email address available in API data)

Industry Affiliates

ADVISOR INTERNET MARKETING, LLC Insurance company or agency
ADVISORS EXCEL, LLC Insurance company or agency
AE FINANCIAL SERVICES, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
AE WEALTH MANAGEMENT, LLC Other investment adviser, including financial planners
AMERICAN LIFE & SECURITY COMPANY Insurance company or agency
ASSET MARKETING SYSTEMS INSURANCE SERVICES, LLC Insurance company or agency
BERKSHIRE HATHAWAY HOME SERVICES Real estate broker or dealer
CAMPBELL & COMPANY CPA'S Accountant or accounting firm
INNOVATION DESIGN GROUP, LLC Insurance company or agency
LAW OFFICES OF KELTON M. BURGESS, LLC Lawyer or law firm
MARKET GUARD Other investment adviser, including financial planners
QUANTUM, LLC Insurance company or agency
THE IMPACT PARTNERSHIP, LLC Insurance company or agency
VETA INVESTMENT PARTNERS, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ODOM, STEPHEN, WALKER Individual – CHIEF EXECUTIVE OFFICER 03/2021 10-25%
Zebley, Thomas, Allen Individual – PRESIDENT 03/2021 10-25%
JENKINS, BRADLEY, RYAN Individual – CONSULTANT 04/2021 10-25%
Scholz, Shawn, Michael Individual – CHIEF COMPLIANCE OFFICER 06/2023 < 5%
KARLUN M CALLANAN IRREVOCABLE TRUST A Domestic Entity – MEMBER 06/2023 25-50%
FOSTER FAMILY DESCENDANTS TRUST Domestic Entity – MEMBER 06/2023 25-50%
CALLANAN, DAVID, JAMES Individual KARLUN M CALLANAN IRREVOCABLE TRUST A TRUSTEE 06/2023 25-50%
TRUIST DELAWARE TRUST COMPANY Domestic Entity FOSTER FAMILY DESCENDANTS TRUST TRUSTEE 06/2023 25-50%

No. Employees, Historic

60300202120222023202420253 on 4/16/20213 on 4/29/20213 on 5/13/20213 on 5/25/20213 on 5/25/20214 on 6/24/20214 on 6/24/20214 on 7/1/20214 on 7/2/20214 on 7/12/20214 on 8/11/202112 on 9/16/202117 on 12/22/202117 on 1/10/202217 on 3/28/202224 on 3/31/202224 on 5/2/202224 on 5/17/202224 on 6/8/202224 on 7/11/202224 on 7/20/202224 on 7/20/202224 on 7/20/202229 on 8/5/202229 on 9/7/202229 on 11/16/202229 on 11/18/202237 on 3/29/202337 on 4/13/202337 on 6/6/202337 on 6/22/202337 on 6/30/202337 on 7/20/202337 on 7/26/202337 on 9/6/202337 on 10/6/202337 on 11/16/202354 on 3/29/2024

RAUM, Historic

800M400M02021202220232024202514255183 on 9/16/2021104605451 on 12/22/2021104605451 on 1/10/2022104605451 on 3/28/2022137182836 on 3/31/2022137182836 on 5/2/2022137182836 on 5/17/2022137182836 on 6/8/2022137182836 on 7/11/2022137182836 on 7/20/2022137182836 on 7/20/2022137182836 on 7/20/2022137182836 on 8/5/2022137182836 on 9/7/2022137182836 on 11/16/2022137182836 on 11/18/2022291965318 on 3/29/2023291965318 on 4/13/2023291965318 on 6/6/2023291965318 on 6/22/2023291965318 on 6/30/2023291965318 on 7/20/2023291965318 on 7/26/2023291965318 on 9/6/2023291965318 on 10/6/2023291965318 on 11/16/2023751621346 on 3/29/2024

No. Clients, Historic

3,0001,5000202120222023202420250 on 4/16/20210 on 4/29/20210 on 5/13/20210 on 5/25/20210 on 5/25/20210 on 6/24/20210 on 6/24/20210 on 7/1/20210 on 7/2/20210 on 7/12/20210 on 8/11/202195 on 9/16/2021287 on 12/22/2021287 on 1/10/2022287 on 3/28/2022517 on 3/31/2022517 on 5/2/2022517 on 5/17/2022517 on 6/8/2022517 on 7/11/2022517 on 7/20/2022517 on 7/20/2022517 on 7/20/2022517 on 8/5/2022517 on 9/7/2022517 on 11/16/2022517 on 11/18/20221125 on 3/29/20231125 on 4/13/20231125 on 6/6/20231125 on 6/22/20231125 on 6/30/20231125 on 7/20/20231125 on 7/26/20231125 on 9/6/20231125 on 10/6/20231125 on 11/16/20232289 on 3/29/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3-D SYS CORP DEL COM NEW 43K 14K 0
ABBVIE INC COM 972K 6K 0
ACCENTURE PLC IRELAND SHS CLASS A 212K 698 0
ADAPTIVE BIOTECHNOLOGIES COR COM 62K 17K 0
ADVANCED DRAIN SYS INC DEL COM 252K 2K 0
ADVANCED MICRO DEVICES INC COM 382K 2K 0
AGCO CORP COM 390K 4K 0
ALLY FINL INC COM 418K 11K 0
ALPHABET INC CAP STK CL A 1M 6K 0
ALPHABET INC CAP STK CL C 313K 2K 0
ALTRIA GROUP INC COM 813K 18K 0
AMAZON COM INC COM 953K 5K 0
AMERICAN EXPRESS CO COM 562K 2K 0
AMERICAN FINL GROUP INC OHIO COM 565K 5K 0
AMPLIFY ETF TR BLACKSWAN GRWT 223K 8K 0
ANTERO MIDSTREAM CORP COM 228K 15K 0
APA CORPORATION COM 318K 11K 0
APOLLO GLOBAL MGMT INC COM 598K 5K 0
APPLE INC COM 9M 42K 0
APPLIED MATLS INC COM 667K 3K 0
ARCHER DANIELS MIDLAND CO COM 605K 10K 0
AT&T INC COM 1M 56K 0
BAKER HUGHES COMPANY CL A 640K 18K 0
BANK OZK LITTLE ROCK ARK COM 205K 5K 0
BEST BUY INC COM 370K 4K 0
BITFARMS LTD COM 181K 71K 0
BOEING CO COM 211K 1K 0
BROADCOM INC COM 512K 319 0
BUILDERS FIRSTSOURCE INC COM 360K 3K 0
BUNGE GLOBAL SA COM SHS 758K 7K 0
CABLE ONE INC COM 204K 575 0
CANAAN INC SPONSORED ADS 126K 126K 0
CARDINAL HEALTH INC COM 435K 4K 0
CARTERS INC COM 386K 6K 0
CATERPILLAR INC COM 714K 2K 0
CENCORA INC COM 449K 2K 0
CHEVRON CORP NEW COM 995K 6K 0
CINCINNATI FINL CORP COM 867K 7K 0
CISCO SYS INC COM 1M 22K 0
CITIZENS FINL GROUP INC COM 499K 14K 0
CNA FINL CORP COM 405K 9K 0
COINBASE GLOBAL INC COM CL A 342K 2K 0
COMCAST CORP NEW CL A 974K 25K 0
COMFORT SYS USA INC COM 282K 926 0
COMPOSECURE INC COM CL A 138K 20K 0
CONOCOPHILLIPS COM 2M 13K 0
COTERRA ENERGY INC COM 555K 21K 0
CUBESMART COM 268K 6K 0
CULLEN FROST BANKERS INC COM 224K 2K 0
CUMMINS INC COM 498K 2K 0
CVS HEALTH CORP COM 758K 13K 0
DARDEN RESTAURANTS INC COM 473K 3K 0
DECKERS OUTDOOR CORP COM 323K 334 0
DEVON ENERGY CORP NEW COM 1M 23K 0
DIAMONDBACK ENERGY INC COM 1M 6K 0
DICKS SPORTING GOODS INC COM 413K 2K 0
DOCUSIGN INC COM 235K 4K 0
DOW INC COM 624K 12K 0
EAST WEST BANCORP INC COM 315K 4K 0
ELI LILLY & CO COM 798K 881 0
EMCOR GROUP INC COM 330K 905 0
EOG RES INC COM 1M 11K 0
EVERCORE INC CLASS A 226K 1K 0
EXPEDIA GROUP INC COM NEW 284K 2K 0
EXXON MOBIL CORP COM 2M 20K 0
FERGUSON PLC NEW SHS 490K 3K 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 719K 15K 0
FIRST HAWAIIAN INC COM 223K 11K 0
FIRST HORIZON CORPORATION COM 247K 16K 0
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 204K 2K 0
FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 470K 5K 0
FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 7M 244K 0
GAP INC COM 445K 19K 0
GILEAD SCIENCES INC COM 889K 13K 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 4K 11K 0
GRAINGER W W INC COM 327K 362 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 242K 5K 0
HALLIBURTON CO COM 503K 15K 0
HEWLETT PACKARD ENTERPRISE C COM 722K 34K 0
HF SINCLAIR CORP COM 504K 9K 0
HIVE DIGITAL TECHNOLOGIES LT COM NEW 151K 49K 0
HOME DEPOT INC COM 2M 6K 0
HOST HOTELS & RESORTS INC COM 426K 24K 0
HP INC COM 645K 18K 0
HUNTINGTON BANCSHARES INC COM 541K 41K 0
INGREDION INC COM 408K 4K 0
INTERACTIVE BROKERS GROUP IN COM CL A 568K 5K 0
INTERNATIONAL BUSINESS MACHS COM 1M 6K 0
INTERPUBLIC GROUP COS INC COM 331K 11K 0
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 4M 303K 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 333K 2K 0
INVESCO QQQ TR UNIT SER 1 21M 43K 0
ISHARES BITCOIN TR SHS 5M 134K 0
ISHARES TR 0-3 MNTH TREASRY 15M 147K 0
ISHARES TR CORE S&P500 ETF 829K 2K 0
ISHARES TR CORE US AGGBD ET 276K 3K 0
ISHARES TR FALN ANGLS USD 1M 52K 0
ISHARES TR JPMORGAN USD EMG 2M 24K 0
ISHARES TR MBS ETF 3M 38K 0
ISHARES TR SHORT TREAS BD 2M 15K 0
ISHARES TR TIPS BD ETF 3M 29K 0
JABIL INC COM 292K 3K 0
JANUS HENDERSON GROUP PLC ORD SHS 425K 13K 0
JOHNSON & JOHNSON COM 1M 7K 0
JPMORGAN CHASE & CO. COM 767K 4K 0
JUNIPER NETWORKS INC COM 572K 16K 0
KANDI TECHNOLOGIES GROUP INC USD ORD SHS 57K 26K 0
KELLANOVA COM 557K 10K 0
KEYCORP COM 442K 31K 0
KIMBERLY-CLARK CORP COM 801K 6K 0
KOHLS CORP COM 205K 9K 0
KROGER CO COM 479K 10K 0
LAM RESEARCH CORP COM 584K 548 0
LAMAR ADVERTISING CO NEW CL A 379K 3K 0
LENNAR CORP CL A 520K 3K 0
LENNOX INTL INC COM 446K 833 0
LINCOLN ELEC HLDGS INC COM 223K 1K 0
LINCOLN NATL CORP IND COM 214K 7K 0
LKQ CORP COM 318K 8K 0
LOCKHEED MARTIN CORP COM 847K 2K 0
LYONDELLBASELL INDUSTRIES N SHS - A - 649K 7K 0
M & T BK CORP COM 647K 4K 0
MACYS INC COM 398K 21K 0
MANPOWERGROUP INC WIS COM 235K 3K 0
MARATHON DIGITAL HOLDINGS IN COM 365K 18K 0
MARATHON PETE CORP COM 549K 3K 0
MASCO CORP COM 347K 5K 0
MEDPACE HLDGS INC COM 212K 515 0
META PLATFORMS INC CL A 1M 2K 0
METLIFE INC COM 708K 10K 0
MICROSOFT CORP COM 2M 4K 0
MOLSON COORS BEVERAGE CO CL B 364K 7K 0
MSC INDL DIRECT INC CL A 402K 5K 0
NETAPP INC COM 449K 3K 0
NEUROCRINE BIOSCIENCES INC COM 284K 2K 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 212K 1K 0
NU HLDGS LTD ORD SHS CL A 742K 58K 0
NUCOR CORP COM 504K 3K 0
NVIDIA CORPORATION COM 3M 21K 0
OMNICOM GROUP INC COM 502K 6K 0
ONEMAIN HLDGS INC COM 245K 5K 0
ORACLE CORP COM 422K 3K 0
OWENS CORNING NEW COM 339K 2K 0
PACCAR INC COM 701K 7K 0
PACIFIC BIOSCIENCES CALIF IN COM 37K 27K 0
PACKAGING CORP AMER COM 439K 2K 0
PAYCHEX INC COM 602K 5K 0
PHILLIPS 66 COM 744K 5K 0
PNC FINL SVCS GROUP INC COM 800K 5K 0
POLARIS INC COM 386K 5K 0
POOL CORP COM 349K 1K 0
PREMIER INC CL A 208K 11K 0
PRICE T ROWE GROUP INC COM 1M 9K 0
PRINCIPAL FINANCIAL GROUP IN COM 482K 6K 0
PROCTER AND GAMBLE CO COM 607K 4K 0
PROGRESSIVE CORP COM 541K 3K 0
PRUDENTIAL FINL INC COM 680K 6K 0
PUBLIC STORAGE OPER CO COM 957K 3K 0
PULTE GROUP INC COM 451K 4K 0
QUALCOMM INC COM 728K 4K 0
REGIONS FINANCIAL CORP NEW COM 527K 26K 0
RELIANCE INC COM 420K 1K 0
REYNOLDS CONSUMER PRODS INC COM 227K 8K 0
ROBLOX CORP CL A 241K 6K 0
RPM INTL INC COM 320K 3K 0
SANDY SPRING BANCORP INC COM 405K 17K 0
SCOTTS MIRACLE-GRO CO CL A 236K 4K 0
SELECT SECTOR SPDR TR TECHNOLOGY 378K 2K 0
SIMON PPTY GROUP INC NEW COM 741K 5K 0
SIRIUS XM HOLDINGS INC COM 375K 132K 0
SKYWORKS SOLUTIONS INC COM 874K 8K 0
SMITH A O CORP COM 252K 3K 0
SONOCO PRODS CO COM 212K 4K 0
SPDR GOLD TR GOLD SHS 6M 26K 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 11M 293K 0
SPDR S&P 500 ETF TR TR UNIT 4M 6K 0
SPDR SER TR BLOOMBERG 1-3 MO 98M 1M 0
SPDR SER TR PORTFLI HIGH YLD 3M 126K 0
SPDR SER TR PORTFLI INTRMDIT 7M 241K 0
SPDR SER TR PORTFOLIO INTRMD 3M 87K 0
SPDR SER TR PORTFOLIO LN TSR 2M 74K 0
SPDR SER TR PORTFOLIO S&P400 15M 284K 0
SPDR SER TR PORTFOLIO S&P500 291K 5K 0
SPDR SER TR PORTFOLIO S&P600 7M 167K 0
SPDR SER TR PORTFOLIO SH TSR 8M 274K 0
SPDR SER TR PORTFOLIO SHORT 5M 181K 0
SPROTT PHYSICAL GOLD TR UNIT 363K 20K 0
STATE STR CORP COM 586K 8K 0
STEEL DYNAMICS INC COM 443K 3K 0
SYNCHRONY FINANCIAL COM 432K 9K 0
SYNOVUS FINL CORP COM NEW 260K 6K 0
SYSCO CORP COM 678K 9K 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 205K 1K 0
TAPESTRY INC COM 290K 7K 0
TARGET CORP COM 1M 9K 0
TESLA INC COM 257K 1K 0
TOLL BROTHERS INC COM 296K 3K 0
TRUIST FINL CORP COM 760K 20K 0
UNITED PARCEL SERVICE INC CL B 980K 7K 0
UNUM GROUP COM 276K 5K 0
US BANCORP DEL COM NEW 1M 36K 0
V F CORP COM 251K 19K 0
VALERO ENERGY CORP COM 1M 8K 0
VANGUARD INDEX FDS GROWTH ETF 10M 28K 0
VANGUARD INDEX FDS REAL ESTATE ETF 863K 10K 0
VANGUARD INDEX FDS SMALL CP ETF 213K 978 0
VANGUARD INDEX FDS VALUE ETF 9M 56K 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 19M 292K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 385K 8K 0
VERIZON COMMUNICATIONS INC COM 1M 27K 0
VIRTU FINL INC CL A 258K 11K 0
VISA INC COM CL A 238K 908 0
WESTERN UN CO COM 399K 33K 0
WILLIAMS SONOMA INC COM 439K 2K 0
WISDOMTREE INC COM 331K 33K 0
XP INC CL A 308K 18K 0
ZIONS BANCORPORATION N A COM 257K 6K 0