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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

IMPACT PARTNERSHIP WEALTH, LLC

CRD 313928

MARIETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:16aafd1d-0a12-5651-5bec-32470568eecd

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 153
Dated events: 40
On other graphs: 0
Observed: Apr 16, 2021 to Sep 10, 2026
49 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $3.0BItem 5.F on the latest filing (2026-09-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.0B
Private client RAUM: $2.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 88
RAUM per advisor: $33.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 100
Advisory employees: 89
Offices: 79Schedule D 1.F, beyond the principal office
Accounts: 16,058
Individual clients: 7,476
High net worth clients: 512
Custody, client assets: $660M
SEC number: 801-121239
CIK: 1984555
CRD: 313928
Filings on the tape: 49
First filed: Apr 16, 2021
Latest filed: Sep 10, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 88

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Tayvon Rakeem Jackson	n/a	MARIETTA, GA \| ATLANTA, GA \| WEST HOLLYWOOD, CA \| MIAMI, FL \| LANDOVER, MD	5	15	3	no
Michael Chase Weinberger	n/a	Marietta, GA	5	13	1	no
MICHAEL THOMAS RIEDMILLER	n/a	Lincoln, NE \| OMAHA, NE	5	23	4	no
EDWARD WILLIAM NOLAN	n/a	Marietta, GA	4	15	1	no
Lynn Seldon Bridges	n/a	St George, UT	4	40	3	no
EVAN FORREST WARD	n/a	MARIETTA, GA \| CANTON, GA \| JERSEY CITY, NJ	4	15	n/a	no
COREY RAY HODGES	n/a	MARIETTA, GA \| Winston Salem, NC	4	10	3	no
RICHARD WAYNE WARNER	n/a	AUBURN, NE \| MARIETTA, GA \| OMAHA, NE	4	19	3	no
Achilleas Vargiamis	n/a	WILMINGTON, DE \| MARIETTA, GA	4	14	1	no
MARK DUANE TROYER	n/a	Fort Wayne, IN \| Scottsdale, AZ \| MARIETTA, GA	4	27	4	no
SCOTT CAMERON SCHUETT	n/a	Newport News, VA \| MARIETTA, GA	4	12	n/a	no
DEAN LAWERENCE KISER	Certified Financial Planner	HENDERSON, NV \| MARIETTA, GA \| WASHINGTON, UT	4	28	2	no
Randy Bruce Kohrs	n/a	MARIETTA, GA	3	11	1	no
PAUL LAWRENCE COLLINS	n/a	MARIETTA, GA \| KANEOHE, HI	3	33	1	no
DAWN RENEE CAREY	n/a	THE VILLAGES, FL \| MARIETTA, GA	3	18	8	no
VANESSA M PATTERSON	n/a	MARIETTA, GA \| HYATTSVILLE, MD	3	10	n/a	no
BO RUEI CHEN	n/a	MARIETTA, GA	3	13	n/a	no
Kelton Merrill Burgess	n/a	Cranberry Twp, PA \| MARIETTA, GA	3	13	n/a	no
JAMES WAYNE FOX	n/a	MARIETTA, GA \| MELBOURNE, FL	3	27	n/a	no
FRANK PAUL ANDRESCAVAGE	n/a	MARIETTA, GA \| Lancaster, PA	3	45	10	no
ROBBIN PERRY BROOME	n/a	MARIETTA, GA \| Easley, SC	3	44	2	no
RYAN NICHOLAS SHUBIN	n/a	SANTA ROSA BEACH, FL \| MARIETTA, GA \| MIRAMAR BEACH, FL	3	25	6	yes
RICHARD CONRAD TRABUE	n/a	MARIETTA, GA \| Acworth, GA	3	15	n/a	no
MICHAEL FRANCIS BAUMANN	n/a	MARIETTA, GA \| Melbourne, FL	3	40	2	no
CHRISTOPHER THOMAS SHERIDAN	n/a	Conyers, GA \| MARIETTA, GA \| Greensboro, GA	3	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOSTER FAMILY DESCENDANTS TRUST	Member	C	yes	06/2023	Sep 10, 2026	Sep 10, 2026
KARLUN M CALLANAN IRREVOCABLE	Member	C	yes	06/2023	Sep 10, 2026	Sep 10, 2026
Zebley, Thomas, Allen	PRESIDENT, CHIEF EXECUTIVE OFFICER	B	yes	03/2021	Sep 10, 2026	Sep 10, 2026
CALLANAN, DAVID, JAMES	Trustee	C	yes	06/2023	Apr 16, 2021	Nov 19, 2024
KARLUN M CALLANAN IRREVOCABLE TRUST A	Member	C	yes	06/2023	Jun 30, 2023	Nov 19, 2024
ODOM, STEPHEN, WALKER	CHIEF EXECUTIVE OFFICER	B	yes	03/2021	Apr 16, 2021	Nov 19, 2024
Scholz, Shawn, Michael	CHIEF COMPLIANCE OFFICER	Na	yes	06/2023	Jun 30, 2023	Nov 19, 2024
TRUIST DELAWARE TRUST COMPANY	Trustee	C	yes	06/2023	Jun 30, 2023	Nov 19, 2024
JENKINS, BRADLEY, RYAN	CONSULTANT OFFICER	B	no	04/2021	Sep 10, 2026	Sep 10, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AE WEALTH MANAGEMENT, LLC	n/a	Bd affiliated wealth	$50B	N	yes	n/a
VETA INVESTMENT PARTNERS, LLC	n/a	Institutional manager	$2.8B	N	yes	n/a
JENKINS WEALTH	n/a	Former SEC adviser	$313M	N	yes	n/a
ADVISOR INTERNET MARKETING, LLC	n/a	n/a	n/a	N	yes	n/a
ADVISORS EXCEL, LLC	n/a	n/a	n/a	N	yes	n/a
AE FINANCIAL SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
AMERICAN LIFE & SECURITY COMPANY	n/a	n/a	n/a	N	yes	n/a
ASSET MARKETING SYSTEMS INSURANCE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
INNOVATION DESIGN GROUP, LLC	n/a	n/a	n/a	N	yes	n/a
JACQUELYN CAMPBELL	n/a	n/a	n/a	Y	no	n/a
KELTON BURGESS	n/a	n/a	n/a	Y	no	n/a
QUANTUM, LLC	n/a	n/a	n/a	N	yes	n/a
THE IMPACT PARTNERSHIP, LLC	n/a	n/a	n/a	N	yes	n/a
VANESSA PATTERSON	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	3	no
Landover	Md	United States	3	no
Chesterfield	Mo	United States	3	no
Minnetonk	Mn	United States	2	no
ST. LOUIS	Mo	United States	2	no
Houston	TX	United States	2	no
Vienna	Va	United States	2	no
COLORADO SPRINGS	Co	United States	1	no
Melbourne	FL	United States	1	no
PORT ORANGE	FL	United States	1	no
Conyers	Ga	United States	1	no
Greensboro	Ga	United States	1	no
Kaneohe	Hi	United States	1	no
Grayslake	IL	United States	1	no
Lunenburg	Me	United States	1	no
Auburn	Ne	United States	1	no
EGG HARBOR TOWNSHIP	Nj	United States	1	no
LAS VEGAS	Nv	United States	1	no
Lancaster	Pa	United States	1	no
Easley	Sc	United States	1	no
ST. GEORGE	Ut	United States	1	no
Alexandria	Va	United States	1	no
NEWPORT NEWS	Va	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$3.0B	$3.0B	100	89	79	n/a	n/a
2024	Apr 21, 2025	$1.7B	$1.7B	78	72	79	n/a	n/a
2023	Mar 29, 2024	$752M	$752M	54	50	49	n/a	n/a
2022	Mar 29, 2023	$292M	$292M	37	33	30	n/a	n/a
2021	Mar 31, 2022	$137M	$137M	24	19	15	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
20	8	12	9.1%	3	1	0	60	29

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.0B	$1.7B	76.2%	$292M	116.5%	100	78	79	79

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HORIZON WEALTH	2	Feb 20, 2025	Nov 27, 2024	DENVER, CO	Team lift out	RIA to RIA	2.9%
BEE FINANCIAL PARTNERS WEALTH, LLC	2	Jan 13, 2025	Oct 2, 2024	HOUSTON, TX	Team lift out	RIA to state RIA	2.9%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CPR INVESTMENTS INC	2	Mar 10, 2026	Mar 17, 2026	ROCHESTER, MI	Team lift out	RIA to RIA	7.7%
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	2	Feb 24, 2026	Mar 16, 2026	FORT LAUDERDALE, FL	Team lift out	RIA to RIA	15.4%
RWM CAPITAL, LLC	3	Dec 4, 2025	Jan 6, 2026	SUGAR LAND, TX	Team lift out	RIA to RIA	20.0%
TUCKER ASSET MANAGEMENT LLC	2	Sep 23, 2025	Sep 3, 2025	AURORA, CO	Team lift out	RIA to RIA	3.2%
BEAM WEALTH ADVISORS, INC.	2	Oct 8, 2024	Oct 23, 2024	METAIRIE, LA	Team lift out	RIA to RIA	7.7%
BROOKSTONE WEALTH ADVISORS, LLC	3	Sep 18, 2024	Oct 3, 2024	CHATTANOOGA, TN	Team lift out	Other	1.4%
AUL FINANCIAL GROUP, LLC	2	Dec 31, 2022	Oct 3, 2023	CHESTERFIELD, MO	Team lift out	Other	66.7%
Onedigital	2	Jun 30, 2021	Jul 2, 2021	OVERLAND PARK, KS	Team lift out	Other	1.1%
BROOKSTONE WEALTH ADVISORS, LLC	3	Dec 21, 2020	Oct 3, 2022	KENNESAW, GA	Team lift out	RIA to new firm	1.7%

Relationships

showing 80 of 153

Affiliated with (5)

→ JENKINS WEALTHRegistered adviserother investment adviser, common control
factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ VETA INVESTMENT PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← AE WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← JENKINS WEALTHRegistered adviserother investment adviser
factForm ADV

Registered with (75)

← Scott Gaylen BallingerAdvisorregistration: current employment
Aug 10, 2026 to presentfactForm ADV
← Jorge Enrique AriasAdvisorregistration: current employment
Jul 15, 2026 to presentfactForm ADV
← Virgil Nathaniel SweetAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← TYLER ERIC ZABORSKYAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← JONATHAN ROSS PINYOTAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← ERIK SEAN WILSONAdvisorregistration: current employment
Mar 20, 2026 to presentfactForm ADV
← JOSE MARIA VALENZUELAAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← Amber Marion KellyAdvisorregistration: current employment
Mar 16, 2026 to presentfactForm ADV
← Julia Marie ValenzuelaAdvisorregistration: current employment
Mar 12, 2026 to presentfactForm ADV
← Suzanne Kay PorskeAdvisorregistration: current employment
Mar 11, 2026 to presentfactForm ADV
← Kyle Garrett KellyAdvisorregistration: current employment
Mar 11, 2026 to presentfactForm ADV
← Zack Courson TroyerAdvisorregistration: current employment
Feb 9, 2026 to presentfactForm ADV
← AMANDA ELISE DEVILBISS FULLERAdvisorregistration: current employment
Jan 30, 2026 to presentfactForm ADV
← JAMES STEPHEN WILLIAMSAdvisorregistration: current employment
Jan 23, 2026 to presentfactForm ADV
← Brady Christopher WatkinsAdvisorregistration: current employment
Jan 15, 2026 to presentfactForm ADV
← MARIA FERNANDA WOJCIECHOWSKIAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← Weston Rush LindemannAdvisorregistration: current employment
Dec 19, 2025 to presentfactForm ADV
← KAREN AMES GARNERAdvisorregistration: current employment
Dec 12, 2025 to presentfactForm ADV
← Scott Francis DavisAdvisorregistration: current employment
Dec 4, 2025 to presentfactForm ADV
← Ronald Dale RayAdvisorregistration: current employment
Nov 14, 2025 to presentfactForm ADV
← GEORGE ALLEN MARTINAdvisorregistration: current employment
Oct 22, 2025 to presentfactForm ADV
← ROLAND ROBERT GRECOAdvisorregistration: current employment
Sep 24, 2025 to presentfactForm ADV
← Tracey Elizabeth RichardsonAdvisorregistration: current employment
Sep 12, 2025 to presentfactForm ADV
← JOHN CHARLES CHEESEMANAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← JONATHAN JAMES SMITHAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← ROBERT LYNN HALLAdvisorregistration: current employment
Jul 21, 2025 to presentfactForm ADV
← MATTHEW HOWARD EILERSAdvisorregistration: current employment
Jul 16, 2025 to presentfactForm ADV
← Dustin Michael RudolphAdvisorregistration: current employment
May 7, 2025 to presentfactForm ADV
← VINCENT RALPH ESPOSITOAdvisorregistration: current employment
Apr 24, 2025 to presentfactForm ADV
← STEVEN TODD STANDLEYAdvisorregistration: current employment
Mar 27, 2025 to presentfactForm ADV
and 45 more

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 8, 2026
Advisor changed firm
Daniel Richard Garvin left Impact Partnership Wealth, Llc for Munn Wealth Management, Llc (registered 2026-07-16)
Form ADVobserved 4 days ago
Occurred
Jun 15, 2026
Advisor changed firm
Lori C. Avant left Impact Partnership Wealth, Llc for The Fiduciary Alliance (registered 2026-06-16)
Form ADVobserved 4 days ago
Occurred
May 4, 2026
Advisor changed firm
Dexter Irvin Pierce left Impact Partnership Wealth, Llc for Foundations Investment Advisors Llc (registered 2026-06-22)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2026
Advisor headcount changed
Impact Partnership Wealth, Llc reported 89 state-registered advisory representatives, up from 72 (2026-01-08 to 2026-03-31)
Form ADVobserved 4 days ago
17 IARS
Occurred
Mar 31, 2026
Regulatory AUM changed
Impact Partnership Wealth, Llc reported RAUM $3.0B, up 76% from $1.7B (2026-01-08 to 2026-03-31)
Form ADVobserved 4 days ago
$1.3B
Occurred
Mar 31, 2026
Advisor changed firm
William Meneses left Impact Partnership Wealth, Llc for Ameriprise Financial Services, Llc (registered 2026-05-29)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2026
Team lift-out
2 advisors left Cpr Investments Inc (Rochester, MI) for Impact Partnership Wealth, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 10, 2026
Advisor changed firm
Cory Hunter Easterling left Impact Partnership Wealth, Llc for Prism Wealth Partners, Llc (registered 2026-05-06)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2026
Team lift-out
2 advisors left Global Wealth Management Investment Advisory, Inc. (Fort Lauderdale, FL) for Impact Partnership Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 19, 2026
Advisor changed firm
Jacob Zachary Child left Impact Partnership Wealth, Llc for Horizon Wealth (registered 2026-02-19)
Form ADVobserved 4 days ago
Occurred
Feb 19, 2026
Advisor changed firm
Lawrence Peter Spoth left Impact Partnership Wealth, Llc for Horizon Wealth (registered 2026-02-19)
Form ADVobserved 4 days ago
Occurred
Dec 8, 2025
Advisor changed firm
Gunnar Nathan Laasanen left Impact Partnership Wealth, Llc for Cetera Investment Advisers Llc (registered 2026-03-05)
Form ADVobserved 4 days ago
Occurred
Dec 4, 2025
Team lift-out
2 advisors left Rwm Capital, LLC (Sugar Land, TX) for Impact Partnership Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 23, 2025
Team lift-out
2 advisors left Tucker Asset Management LLC (Broomfield, CO) for Impact Partnership Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Aug 28, 2025
Advisor changed firm
Jeffrey Stephen Blocker left Impact Partnership Wealth, Llc for Foundations Investment Advisors Llc (registered 2025-09-23)
Form ADVobserved 4 days ago
Occurred
Aug 13, 2025
Advisor changed firm
Corey Francis Ward left Impact Partnership Wealth, Llc for Voya Financial Advisors, Inc. (registered 2025-08-19)
Form ADVobserved 4 days ago
Occurred
Aug 6, 2025
Advisor changed firm
Kevin Edward Rutledge left Impact Partnership Wealth, Llc for Iams Wealth Management, Llc (registered 2025-08-12)
Form ADVobserved 4 days ago
Occurred
May 8, 2025
Advisor changed firm
Benjamin Scott Smith left Impact Partnership Wealth, Llc for Horizon Wealth (registered 2025-03-31)
Form ADVobserved 4 days ago
Occurred
May 6, 2025
Advisor changed firm
Shelli Jo Richardson left Impact Partnership Wealth, Llc for Royal Fund Management, Llc (registered 2025-05-08)
Form ADVobserved 4 days ago
Occurred
Apr 21, 2025
Regulatory AUM changed
Impact Partnership Wealth, Llc reported RAUM $1.7B, up 124% from $751.6M (2024-11-19 to 2025-04-21)
Form ADVobserved 4 days ago
$931M
Occurred
Mar 4, 2025
Advisor changed firm
Shawn Gary O'Keefe left Impact Partnership Wealth, Llc for Summit Wealth Strategies (registered 2024-09-20)
Form ADVobserved 4 days ago
Occurred
Feb 20, 2025
Team lift-out
2 advisors left Impact Partnership Wealth, LLC (Denver, CO) for Horizon Wealth on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 20, 2025
Advisor changed firm
Jonathan Richard Vogel left Impact Partnership Wealth, Llc for Horizon Wealth (registered 2024-11-27)
Form ADVobserved 4 days ago
Occurred
Feb 20, 2025
Advisor changed firm
Daniel Roland Blair left Impact Partnership Wealth, Llc for Horizon Wealth (registered 2024-11-27)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2025
Team lift-out
2 advisors left Impact Partnership Wealth, LLC (Houston, TX) for Bee Financial Partners Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 13, 2025
Advisor changed firm
Vicki Lynn Joern left Impact Partnership Wealth, Llc for Bee Financial Partners Wealth, Llc (registered 2024-09-26)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2025
Advisor changed firm
Karl Christian Joern left Impact Partnership Wealth, Llc for Bee Financial Partners Wealth, Llc (registered 2024-10-02)
Form ADVobserved 4 days ago
Occurred
Dec 26, 2024
Advisor changed firm
Brandon Paul Wyatt left Impact Partnership Wealth, Llc for M2 Financial Llc (registered 2025-01-02)
Form ADVobserved 4 days ago
Occurred
Oct 18, 2024
Advisor changed firm
Nathaniel Antonio Dejesus left Impact Partnership Wealth, Llc for Eagle Strategies Llc (registered 2025-03-21)
Form ADVobserved 4 days ago
Occurred
Oct 10, 2024
Advisor changed firm
Catherine Mae Milano left Impact Partnership Wealth, Llc for Wealth Watch Advisors, Inc (registered 2026-01-01)
Form ADVobserved 4 days ago
Occurred
Oct 8, 2024
Team lift-out
2 advisors left Beam Wealth Advisors, Inc. (Metairie, LA) for Impact Partnership Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 18, 2024
Team lift-out
3 advisors left Brookstone Wealth Advisors, LLC (Chattanooga, TN) for Impact Partnership Wealth, LLC within 19 days
Form ADVobserved 4 days ago
3 advisors
Occurred
May 23, 2024
Advisor changed firm
Zachary Alexander Cashmore left Impact Partnership Wealth, Llc for Advisor Share Wealth Management, Llc (registered 2024-06-02)
Form ADVobserved 4 days ago
Occurred
Apr 30, 2024
Advisor changed firm
Shawna Marie-Mckinney Moore left Impact Partnership Wealth, Llc for Moore Wealth Partners, Llc (registered 2023-10-25)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Impact Partnership Wealth, Llc reported RAUM $751.6M, up 157% from $292.0M (2023-11-16 to 2024-03-29)
Form ADVobserved 4 days ago
$460M
Occurred
Mar 14, 2024
Advisor departed, no destination yet
Jason William Bergey no longer registered at Impact Partnership Wealth, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago

Show 4 bookkeeping events

Occurred
Apr 21, 2025
Impact Partnership Wealth, Llc reported 79 offices beyond its principal office, up from 49 (2024-11-19 to 2025-04-21)
Occurred
Apr 21, 2025
Impact Partnership Wealth, Llc reported 72 state-registered advisory representatives, up from 50 (2024-11-19 to 2025-04-21)
Occurred
Mar 29, 2024
Impact Partnership Wealth, Llc reported 49 offices beyond its principal office, up from 30 (2023-11-16 to 2024-03-29)
Occurred
Mar 29, 2024
Impact Partnership Wealth, Llc reported 50 state-registered advisory representatives, up from 33 (2023-11-16 to 2024-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16aafd1d-0a12-5651-5bec-32470568eecd
First observed: Apr 16, 2021
Last observed: Sep 10, 2026 9 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IMPACT PARTNERSHIP WEALTH, LLC

CRD 313928

MARIETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:16aafd1d-0a12-5651-5bec-32470568eecd

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Tayvon Rakeem Jackson

n/a

MARIETTA, GA | ATLANTA, GA | WEST HOLLYWOOD, CA | MIAMI, FL | LANDOVER, MD

Michael Chase Weinberger

n/a

Marietta, GA

MICHAEL THOMAS RIEDMILLER

n/a

Lincoln, NE | OMAHA, NE

EDWARD WILLIAM NOLAN

n/a

Marietta, GA

Lynn Seldon Bridges

n/a

St George, UT

EVAN FORREST WARD

n/a

MARIETTA, GA | CANTON, GA | JERSEY CITY, NJ

n/a

COREY RAY HODGES

n/a

MARIETTA, GA | Winston Salem, NC

RICHARD WAYNE WARNER

n/a

AUBURN, NE | MARIETTA, GA | OMAHA, NE

Achilleas Vargiamis

n/a

WILMINGTON, DE | MARIETTA, GA

MARK DUANE TROYER

n/a

Fort Wayne, IN | Scottsdale, AZ | MARIETTA, GA

SCOTT CAMERON SCHUETT

n/a

Newport News, VA | MARIETTA, GA

n/a

DEAN LAWERENCE KISER

Certified Financial Planner

HENDERSON, NV | MARIETTA, GA | WASHINGTON, UT

Randy Bruce Kohrs

n/a

MARIETTA, GA

PAUL LAWRENCE COLLINS

n/a

MARIETTA, GA | KANEOHE, HI

DAWN RENEE CAREY

n/a

THE VILLAGES, FL | MARIETTA, GA

VANESSA M PATTERSON

n/a

MARIETTA, GA | HYATTSVILLE, MD

n/a

BO RUEI CHEN

n/a

MARIETTA, GA

n/a

Kelton Merrill Burgess

n/a

Cranberry Twp, PA | MARIETTA, GA

n/a

JAMES WAYNE FOX

n/a

MARIETTA, GA | MELBOURNE, FL

n/a

FRANK PAUL ANDRESCAVAGE

n/a

MARIETTA, GA | Lancaster, PA

ROBBIN PERRY BROOME

n/a

MARIETTA, GA | Easley, SC

RYAN NICHOLAS SHUBIN

n/a

SANTA ROSA BEACH, FL | MARIETTA, GA | MIRAMAR BEACH, FL

yes

RICHARD CONRAD TRABUE

n/a

MARIETTA, GA | Acworth, GA

n/a

MICHAEL FRANCIS BAUMANN

n/a

MARIETTA, GA | Melbourne, FL

CHRISTOPHER THOMAS SHERIDAN

n/a

Conyers, GA | MARIETTA, GA | Greensboro, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOSTER FAMILY DESCENDANTS TRUST

Member

yes

06/2023

Sep 10, 2026

KARLUN M CALLANAN IRREVOCABLE

Member

yes

06/2023

Sep 10, 2026

Zebley, Thomas, Allen

PRESIDENT, CHIEF EXECUTIVE OFFICER

yes

03/2021

Sep 10, 2026

CALLANAN, DAVID, JAMES

Trustee

yes

06/2023

Apr 16, 2021

Nov 19, 2024

KARLUN M CALLANAN IRREVOCABLE TRUST A

Member

yes

06/2023

Jun 30, 2023

Nov 19, 2024

ODOM, STEPHEN, WALKER

CHIEF EXECUTIVE OFFICER

yes

03/2021

Apr 16, 2021

Nov 19, 2024

Scholz, Shawn, Michael

CHIEF COMPLIANCE OFFICER

yes

06/2023

Jun 30, 2023

Nov 19, 2024

TRUIST DELAWARE TRUST COMPANY

Trustee

yes

06/2023

Jun 30, 2023

Nov 19, 2024

JENKINS, BRADLEY, RYAN

CONSULTANT OFFICER

04/2021

Sep 10, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AE WEALTH MANAGEMENT, LLC

n/a

Bd affiliated wealth

$50B

yes

n/a

VETA INVESTMENT PARTNERS, LLC

n/a

Institutional manager

$2.8B

yes

n/a

JENKINS WEALTH

n/a

Former SEC adviser

$313M

yes

n/a

ADVISOR INTERNET MARKETING, LLC

n/a

yes

n/a

ADVISORS EXCEL, LLC

n/a

yes

n/a

AE FINANCIAL SERVICES, LLC

n/a

yes

n/a

AMERICAN LIFE & SECURITY COMPANY

n/a

yes

n/a

ASSET MARKETING SYSTEMS INSURANCE SERVICES, LLC

n/a

yes

n/a

INNOVATION DESIGN GROUP, LLC

n/a

yes

n/a

JACQUELYN CAMPBELL

n/a

KELTON BURGESS

n/a

QUANTUM, LLC

n/a

yes

n/a

THE IMPACT PARTNERSHIP, LLC

n/a

yes

n/a

VANESSA PATTERSON

n/a

City

State

Country

Employees

Also broker-dealer

Denver

United States

Landover

United States

Chesterfield

United States

Minnetonk

United States

ST. LOUIS

United States

Houston

United States

Vienna

United States

COLORADO SPRINGS

United States

Melbourne

United States

PORT ORANGE

United States

Conyers

United States

Greensboro

United States

Kaneohe

United States

Grayslake

United States

Lunenburg

United States

Auburn

United States

EGG HARBOR TOWNSHIP

United States

LAS VEGAS

United States

Lancaster

United States

Easley

United States

ST. GEORGE

United States

Alexandria

United States

NEWPORT NEWS

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$3.0B

100

n/a

2024

Apr 21, 2025

$1.7B

n/a

2023

Mar 29, 2024

$752M

n/a

2022

Mar 29, 2023

$292M

n/a

2021

Mar 31, 2022

$137M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.0B

$1.7B

76.2%

$292M

116.5%

100

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HORIZON WEALTH

Feb 20, 2025

Nov 27, 2024

DENVER, CO

Team lift out

RIA to RIA

2.9%

BEE FINANCIAL PARTNERS WEALTH, LLC

Jan 13, 2025

Oct 2, 2024

HOUSTON, TX

Team lift out

RIA to state RIA

2.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CPR INVESTMENTS INC

Mar 10, 2026

Mar 17, 2026

ROCHESTER, MI

Team lift out

RIA to RIA

7.7%

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Feb 24, 2026

Mar 16, 2026

FORT LAUDERDALE, FL

Team lift out

RIA to RIA

15.4%

RWM CAPITAL, LLC

Dec 4, 2025

Jan 6, 2026

SUGAR LAND, TX

Team lift out

RIA to RIA

20.0%

TUCKER ASSET MANAGEMENT LLC

Sep 23, 2025

Sep 3, 2025

AURORA, CO

Team lift out

RIA to RIA

3.2%

BEAM WEALTH ADVISORS, INC.

Oct 8, 2024

Oct 23, 2024

METAIRIE, LA

Team lift out

RIA to RIA

7.7%

BROOKSTONE WEALTH ADVISORS, LLC

Sep 18, 2024

Oct 3, 2024

CHATTANOOGA, TN

Team lift out

Other

1.4%

AUL FINANCIAL GROUP, LLC

Dec 31, 2022

Oct 3, 2023

CHESTERFIELD, MO

Team lift out

Other

66.7%

Onedigital

Jun 30, 2021

Jul 2, 2021

OVERLAND PARK, KS

Team lift out

Other

1.1%

BROOKSTONE WEALTH ADVISORS, LLC

Dec 21, 2020

Oct 3, 2022

KENNESAW, GA

Team lift out

RIA to new firm

1.7%