CRD: 313928
Impact Partnership Wealth, LLC
$3.0B Total AUM
$3.0B Disc. AUM
151.4% 3Y CAGR
100 Employees
8,017 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Glacier pathwayAlpha timber +more
- Established Date
- 03-01-2021
- Office Locations
- 65
Office Locations
1 Mill Ridge LN STE 201 Chester NJ
10124 Jefferson Highway Baton Rogue LA
103 West 1ST AVE Easley SC
About Impact Partnership Wealth, LLC
Impact Partnership Wealth is an RIA that partners with financial advisors to deliver portfolio management and planning support for their end clients. The firm’s proprietary Market Guard® methodology provides investment models aimed at driving client confidence and helping advisors differentiate. Advisors can also use a Nitrogen-based risk quiz with dynamic, quantitative analysis to score portfolio risk.
Team overview
50 AVG AGE
$33.3M AVG AUM / ADVISOR
$369.7K AVG AUM / CLIENT
2.1 yrs AVG TENURE
100 Employees
89 Advisory Reps
89 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Capital peak Momentum Beacon Wave foundation Delta crest Bridge Insight capital Beacon Radial fusion
Client Personas
Alpha Momentum
CRM
Delta
Custodian
Vector quantum Signal Ridge Prime bridge Frontier Fusion Ember optima Oak Legacy Insight Harbor Peak unison Beacon beacon Timber zenith Vertex quantum
Fund Managers
Vital bridge
Investment Themes
Glacier vital Vertex Harbor element Crest frontier Vertex
Investment Vehicles
Catalyst
Platform
Alpha
Services
Radial foundation Foundation foundation Summit value Vertex Eagle optima Legacy Ember Insight element Peak
Technology
Eagle harbor Insight wave Pioneer momentum Capital vital Zenith ember Radial optima Beacon fusion
Owner & Executives
B
BRADLEY RYAN JENKINS
CONSULTANT
- CRD
- #5767464
- Ownership
- 10% but less than 25%
(513) 952-7888
zenith.optima@bridgecapital.com
in linkedin.com/in/eagle-eagle
T
Thomas Allen Zebley
Chief Executive Officer, President
- CRD
- --
- Ownership
- 10% but less than 25%
(608) 690-4350
signal.matrix@wavecapital.com
in linkedin.com/in/peak-harbor
D
Delta glacier
Vector frontier beacon
- CRD
- #58833
- Ownership
- 30.7%
(532) 612-9653
legacy.peak@ridgecapital.com
in linkedin.com/in/meridian-crest
Showing 2 of 3 owners & executives
Unlock allContacts
F
FRANK PAUL ANDRESCAVAGE SR
--
- CRD
- #1012590
(939) 713-3916
capital.fusion@frontiercapital.com
in linkedin.com/in/bridge-insight
S
Steven Andrew Aul
President
- CRD
- #5772886
(279) 363-8961
eagle.oak@zenithcapital.com
in linkedin.com/in/atlas-pathway
C
Crest ridge
Unison focus vital
- CRD
- #38871
(733) 281-7454
horizon.oak@primecapital.com
in linkedin.com/in/delta-timber
Showing 2 of 93 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,963,975,229 | $184,579 |
| Non-Discretionary | $0 | -- |
| Total | $2,963,975,229 | $184,579 |
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Separately Managed Accounts
Total SMA Asset: $2,963,975,229
Public Funds:
36.1% Equity - Exchange:
7.5% Cash:
41.5% Corporate - Investment Grade:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,292,214,868 | 36.1% |
| Equity - Exchange | $476,221,925 | 7.5% |
| Cash | $2,635,094,654 | 41.5% |
| Corporate - Investment Grade | $946,094,225 | 14.9% |
| Total | $6,349,625,672 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM SIGNAL LEGACY | FRONTIER ALPHA | FCS5DKNPI | ARYFB | 1.07% | $65,124,269 |
| FRONTIER FRONTIER | DELTA OPTIMA | LA0TEHPEJ | QBF | 10.94% | $52,093,253 |
| ALPHA RIDGE | MERIDIAN OPTIMA | VP0T20JU7 | DWOGX | 12.58% | $107,398,101 |
| FOCUS INSIGHT | CAPITAL OPTIMA | HWO03BT4G | JYPV | 7.48% | $29,193,084 |
| EMBER VALUE | RIDGE FOCUS | PTI4H44JQ | ZJMJT | 3.56% | $9,417,519 |
| VITAL MATRIX INSIGHT | UNISON WAVE | PUG6OOGE9 | CMI | 9.88% | $94,399,283 |
| QUANTUM WAVE EMBER | OAK TIMBER | LOJV8M5MA | HTJTU | 5.07% | $80,494,247 |
| ZENITH CATALYST LEGACY | PATHWAY FUSION | UG8C4OQZY | KPXR | 4.91% | $107,032,016 |