IMPACT PARTNERSHIP WEALTH, LLC of MARIETTA, GA is an SEC-registered investment adviser (CRD 313928). Regulatory assets under management: $3.0B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Thomas Allen Zebley | PRESIDENT; PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| Bradley Ryan Jenkins | CONSULTANT | — |
| Shawn Michael Scholz | CHIEF COMPLIANCE OFFICER | — |
| David James Callanan | TRUSTEE | — |
| Stephen Walker Odom | CHIEF EXECUTIVE OFFICER | — |
| VERMILLION DERRICK WADE | CHIEF COMPLIANCE OFFICER | — |
| ODOM JR STEPHEN WALKER | CHIEF EXECUTIVE OFFICER | — |
| CALLANAN DAVID JAMES | ADVISORS EXCEL EMPLOYEE; MEMBER; TRUSTEE | — |
| FOSTER CODY GRANT | ADVISORS EXCEL EMPLOYEE; MEMBER | — |
| JENKINS BRADLEY RYAN | CONSULTANT | — |
| Scholz Shawn Michael | CHIEF COMPLIANCE OFFICER | — |
| Zebley Thomas Allen | PRESIDENT | — |
| JENKINS BRAD ALEX | CONSULTANT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2018-10-25 | regulatory | SELLING AN UNREGISTERED SECURITY, SELLING OF A SECURITY AND TRANSACTING BUSINESS IN A STATE WHERE IAR WAS NOT REGISTERED AS AN AGENT | Final | $2K |
| — | regulatory | — | — | — |