Impact Partnership Wealth, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 313928
· SEC file 801-121239
· Marietta, GA
· www.linkedin.com
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $3.0B
- Discretionary
- $3.0B
- Clients
- 8,017
- Avg AUM / client
- $370K
- Accounts
- 16,058
- Employees
- 100
AUM over time
$14.3M
$3.0B
Sep 2021
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7,476 | $2.0B | 66.5% |
| High net worth individuals | 512 | $971M | 32.8% |
| Pension and profit sharing plans | 7 | $6.6M | 0.22% |
| Corporations and other businesses | 22 | $13.6M | 0.46% |
People (96)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Odom, Stephen, Walker | Chief Executive Officer | Mar 2021 (5y) | 10% – 25% | |
| Zebley, Thomas, Allen | President | Mar 2021 (5y) | 10% – 25% | |
| Jenkins, Bradley, Ryan | Consultant | Apr 2021 (5y) | 10% – 25% | |
| Callanan, David, James | Trustee | Jun 2023 (3y) | ≈ 6.25% – 25% via Karlun M Callanan Irrevocable Trust A | |
| Scholz, Shawn, Michael | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Tayvon Rakeem Jackson | Registered representative | Jul 2021 (5y) | ||
| Michael Chase Weinberger | Registered representative | Aug 2021 (5y) | ||
| Michael Thomas Riedmiller | Registered representative | Aug 2021 (5y) | ||
| Edward William Nolan | Registered representative | Oct 2021 (5y) | ||
| Lynn Seldon Bridges | Registered representative | Feb 2022 (4y) | ||
| Evan Forrest Ward | Registered representative | Mar 2022 (4y) | ||
| Corey Ray Hodges | Registered representative | Apr 2022 (4y) | ||
| Richard Wayne Warner | Registered representative | Apr 2022 (4y) | ||
| Achilleas Vargiamis | Registered representative | May 2022 (4y) | ||
| Mark Duane Troyer | Registered representative | Jul 2022 (4y) | ||
| Scott Cameron Schuett | Registered representative | Aug 2022 (4y) | ||
| Dean Lawerence Kiser | Registered representative | CFP | Aug 2022 (4y) | |
| Randy Bruce Kohrs | Registered representative | Oct 2022 (4y) | ||
| Paul Lawrence Collins | Registered representative | Nov 2022 (4y) | ||
| Dawn Renee Carey | Registered representative | Dec 2022 (4y) | ||
| Vanessa M Patterson | Registered representative | Feb 2023 (3y) | ||
| Bo Ruei Chen | Registered representative | Feb 2023 (3y) | ||
| Kelton Merrill Burgess | Registered representative | Mar 2023 (3y) | ||
| James Wayne Fox | Registered representative | Apr 2023 (3y) | ||
| Frank Paul Andrescavage | Registered representative | May 2023 (3y) | ||
| Robbin Perry Broome | Registered representative | May 2023 (3y) | ||
| Ryan Nicholas Shubin | Registered representative | Jun 2023 (3y) | ||
| Richard Conrad Trabue | Registered representative | Jun 2023 (3y) | ||
| Michael Francis Baumann | Registered representative | Jul 2023 (3y) | ||
| Christopher Thomas Sheridan | Registered representative | Jul 2023 (3y) | ||
| Heidi Ricken Provost | Registered representative | Aug 2023 (3y) | ||
| Lisa Marie Fenton Kim | Registered representative | Sep 2023 (3y) | ||
| Steven Andrew Aul | Registered representative | Chartered Financial Consultant | Sep 2023 (3y) | |
| Paul Jeffrey Bertrand | Registered representative | Sep 2023 (3y) | ||
| David Matthew Brandon | Registered representative | Sep 2023 (3y) | ||
| Jimmy D Lin | Registered representative | Nov 2023 (3y) | ||
| Jacquelyn Renea Campbell | Registered representative | CFP Personal Financial Specialist | Jan 2024 (3y) | |
| Frederick Charles Whitford | Registered representative | Jan 2024 (3y) | ||
| Rick Hoskins | Registered representative | Jan 2024 (3y) | ||
| Matthew Noel Miller | Registered representative | Feb 2024 (2y) | ||
| Craig Eastman Shepard | Registered representative | Feb 2024 (2y) | ||
| Jose Edgar Torres | Registered representative | Mar 2024 (2y) | ||
| Annetta Lynn Carter | Registered representative | Mar 2024 (2y) | ||
| Shayna Leanne Fossum | Registered representative | Apr 2024 (2y) | ||
| Aaron Michael Vincent | Registered representative | CFP | Apr 2024 (2y) | |
| Abigail Grace Miller | Registered representative | Apr 2024 (2y) | ||
| Thomas Daniel Walker | Registered representative | May 2024 (2y) | ||
| Patrick Chapman Smith | Registered representative | May 2024 (2y) | ||
| Nathan Charles Hines | Registered representative | May 2024 (2y) | ||
| Daniel Richard Garvin | Registered representative | Jun 2024 (2y) | ||
| Aleksander Ryan Searcy | Registered representative | Jul 2024 (2y) | ||
| Aaron Alex Dixon | Registered representative | Jul 2024 (2y) | ||
| James Allen Crow | Registered representative | Sep 2024 (2y) | ||
| Rick Dale Hughes | Registered representative | Sep 2024 (2y) | ||
| Ricky Granger Hughes | Registered representative | Sep 2024 (2y) | ||
| Jamie Lyn Peak | Registered representative | Oct 2024 (2y) | ||
| John Jude Scallan | Registered representative | Oct 2024 (2y) | ||
| Jordan Christopher Scallan | Registered representative | Oct 2024 (2y) | ||
| Gary Woodson Garner | Registered representative | Nov 2024 (2y) | ||
| Lucas Alexander Kalin | Registered representative | Dec 2024 (2y) | ||
| Marc Leonard Oslar | Registered representative | Jan 2025 (2y) | ||
| Curtis Craig James | Registered representative | Feb 2025 (1y) | ||
| Amy Elizabeth Ross | Registered representative | Mar 2025 (1y) | ||
| James Bradford Stark | Registered representative | Mar 2025 (1y) | ||
| John Foster Ripley | Registered representative | Mar 2025 (1y) | ||
| Steven Todd Standley | Registered representative | Mar 2025 (1y) | ||
| Vincent Ralph Esposito | Registered representative | Apr 2025 (1y) | ||
| Dustin Michael Rudolph | Registered representative | May 2025 (1y) | ||
| Matthew Howard Eilers | Registered representative | Jul 2025 (1y) | ||
| Robert Lynn Hall | Registered representative | Jul 2025 (1y) | ||
| Jonathan James Smith | Registered representative | Aug 2025 (1y) | ||
| Brian Charles Dorsey | Registered representative | Sep 2025 (1y) | ||
| John Charles Cheeseman | Registered representative | Sep 2025 (1y) | ||
| Tracey Elizabeth Richardson | Registered representative | Sep 2025 (1y) | ||
| Roland Robert Greco | Registered representative | Sep 2025 (1y) | ||
| George Allen Martin | Registered representative | Oct 2025 (1y) | ||
| Ronald Dale Ray | Registered representative | Nov 2025 (1y) | ||
| Scott Francis Davis | Registered representative | Dec 2025 (1y) | ||
| Karen Ames Garner | Registered representative | Dec 2025 (1y) | ||
| Weston Rush Lindemann | Registered representative | Dec 2025 (1y) | ||
| Maria Fernanda Wojciechowski | Registered representative | Jan 2026 (1y) | ||
| Brady Christopher Watkins | Registered representative | Jan 2026 (1y) | ||
| James Stephen Williams | Registered representative | Jan 2026 (1y) | ||
| Amanda Elise Devilbiss Fuller | Registered representative | Jan 2026 (1y) | ||
| Zack Courson Troyer | Registered representative | Feb 2026 (0y) | ||
| Kyle Garrett Kelly | Registered representative | Mar 2026 (0y) | ||
| Suzanne Kay Porske | Registered representative | Mar 2026 (0y) | ||
| Julia Marie Valenzuela | Registered representative | Mar 2026 (0y) | ||
| Amber Marion Kelly | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Jose Maria Valenzuela | Registered representative | Mar 2026 (0y) | ||
| Erik Sean Wilson | Registered representative | Mar 2026 (0y) | ||
| Jonathan Ross Pinyot | Registered representative | May 2026 (0y) | ||
| Tyler Eric Zaborsky | Registered representative | May 2026 (0y) | ||
| John Paul Maybury | Registered representative | CFP | May 2026 (0y) | |
| Virgil Nathaniel Sweet | Registered representative | Jun 2026 (0y) | ||
| Jorge Enrique Arias | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Karlun M Callanan Irrevocable Trust A | Member | Jun 2023 | A | 25% – 50% |
| Foster Family Descendants Trust | Member | Jun 2023 | A | 25% – 50% |
| Truist Delaware Trust Company | Trustee | Jun 2023 | B | ≈ 6.25% – 25% via Foster Family Descendants Trust |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Callanan, David, James: 25% – 50% of Karlun M Callanan Irrevocable Trust A × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Truist Delaware Trust Company: 25% – 50% of Foster Family Descendants Trust × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.83 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Regulatory · Item 11.D(2), 11.D(4)
as of Nov 19, 2024
Allegations: SELLING AN UNREGISTERED SECURITY, SELLING OF A SECURITY AND TRANSACTING BUSINESS IN A STATE WHERE IAR WAS NOT REGISTERED AS AN AGENT Status: Final Sanction Detail: FINE $1,750 Summary: BASED ON THE INFORMATION PROVIDED BY THE ISSUER, MR. RIEDMILLER WAS LED TO BELIEVE THAT THE PROMISSORY NOTE WAS NOT A SECURITY; AS NOTED IN THE ORDER. THE ISSUER PROVIDED MR. RIEDMILLER WITH WRITTEN EVIDENCE OF THIS FACT AND ASSURED HIM OF THIS VERBALLY ON MULTIPLE OCCASSIONS.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.7B (56% of AUM) Mar 2026
- Fidelity Brokerage Services $1.3B (44% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗