Impact Partnership Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Impact Partnership Wealth reports 8,017 clients. They include 7,476 individual clients, 512 high-net-worth individuals, and 22 corporations and other businesses. Of its assets, 100.0% ($2.96B across 16,058 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $2.96B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 67% |
| High-net-worth individuals | 6% | 33% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 7,476 | $1.97B | 66.5% | $264K |
| High-net-worth individuals | 512 | $971M | 32.8% | $1.9M |
| Pension and profit-sharing plans | 7 | $6.56M | 0.2% | $937K |
| Corporations and other businesses | 22 | $13.6M | 0.5% | $619K |
| Total | 8,017 | $2.96B | 100% | $370K |
- Clients
- 7,476
- Regulatory AUM
- $1.97B
- AUM share
- 66.5%
- Avg. per client
- $264K
- Clients
- 512
- Regulatory AUM
- $971M
- AUM share
- 32.8%
- Avg. per client
- $1.9M
- Clients
- 7
- Regulatory AUM
- $6.56M
- AUM share
- 0.2%
- Avg. per client
- $937K
- Clients
- 22
- Regulatory AUM
- $13.6M
- AUM share
- 0.5%
- Avg. per client
- $619K
Total
- Clients
- 8,017
- Regulatory AUM
- $2.96B
- AUM share
- 100%
- Avg. per client
- $370K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Impact Partnership Wealth charges up to 2.00% a year for its Model Portfolio Solutions and Direct Asset Management; its fees and minimums are set out in its brochures on the SEC website.
Karlun M Callanan Irrevocable Trust A owns 25% to 50% of Impact Partnership Wealth and is in turn owned by David Callanan (25–50%). Thomas Zebley is CEO; the leadership team includes Chief Compliance Officer Shawn Scholz. It has 100 employees, 89 of them in advisory roles.
Staff
- 100 employees
- 89 in advisory functions
- 89 state-registered reps
- 1 broker-dealer rep
- 83 insurance agents
- Owns 25% to 50% of Impact Partnership Wealth, LLC
Karlun M Callanan Irrevocable Trust A
Control person · since June 2023
- Owns 25% to 50% of Karlun M Callanan Irrevocable Trust A
David Callanan
Control person · since June 2023
- Owns 25% to 50% of Impact Partnership Wealth, LLC
Foster Family Descendants Trust
Control person · since June 2023
- Owns 25% to 50% of Foster Family Descendants Trust
Preservation Trust Company
Control person · since June 2023
- Owns 10% to 25% of Impact Partnership Wealth, LLC
Thomas Zebley
Control person · since March 2021
- Owns 10% to 25% of Impact Partnership Wealth, LLC
Bradley Jenkins
since April 2021
Impact Partnership Wealth’s regulatory assets grew Infinity× from $0 (July 2021) to $2.96B (September 2026); employees rose from 4 to 100.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $2.96B | 8,017 | 100 | 80 |
| Jul 2025July 2025 | $1.68B | 5,181 | 78 | 80 |
| Jun 2024June 2024 | $752M | 2,289 | 54 | 50 |
| Jul 2023July 2023 | $292M | 1,125 | 37 | 31 |
| Jul 2022July 2022 | $137M | 517 | 24 | 16 |
| Jul 2021July 2021 | $0 | 0 | 4 | 1 |
Besides its headquarters, Impact Partnership Wealth has 79 offices (1 private residence, listed without an address), with 25 listed addresses across 18 states.
Florida · 6 listed addresses
- 6767 N Wickham RD, Melbourne
- 7211 Hiawatha Pkwy, Spring Hil
- 2400 Merchant Ave, Odessa
- 2202 Highway 44 W, Inverness
- 5410 S Williamson BLVD, Port Orange
- 2351 W Eau Gallie BLVD, Melbourne
Nevada · 2 listed addresses
- 10161 W Park Run, Las Vegas
- 2520 Saint Rose Pwky, Henderson
Tennessee · 2 listed addresses
- 6752 Executive Oaks LN, Chattanooga
- 1035 Peerless Crossing NW, Cleveland
Arizona · 1 listed address
- 10405 E McDowell Mountain Ranch RD, Scottsdale
Arkansas · 1 listed address
- 13712 Foxfield LN, Little Rock
California · 1 listed address
- 9255 Sunset BLVD, West Hollywood
Colorado · 1 listed address
- 4558 Iron Horse TRL, Colorado Springs
Georgia · 1 listed address
- 1688 White Circle NW, MariettaHQ
Hawaii · 1 listed address
- 44-305 Mikiola Drive, Kaneohe
Indiana · 1 listed address
- 9921 Dupont Circle DR W, Fort Wayne
Louisiana · 1 listed address
- 3421 N Causeway BLVD, Metarie
Maine · 1 listed address
- 71 Longwood Drive, Lunenburg
Maryland · 1 listed address
- 8201 Corporate Drive, Landover
Michigan · 1 listed address
- 4940 Cascade RD Se, Grand Rapids
Mississippi · 1 listed address
- 703 Bellande Ave, Ocean Springs
Missouri · 1 listed address
- 16253 Swingley Ridge RD, Chesterfield
North Carolina · 1 listed address
- 514 S Stratford RD, Winston
Utah · 1 listed address
- 3262 S. Relic Ridge Drive, St. George
Contact and registration details
- Legal name
- Impact Partnership Wealth, LLC
- Headquarters
- 1688 White Circle NW, Marietta, GA 30066
- Website
- impactpartnershipwealth.com
- Phone
- 800-380-5040
- SEC file
- 801-121239
- Structure
- Delaware LLC
- Fiscal year end
- December
Impact Partnership Wealth’s named custodians for separately managed accounts are Charles Schwab ($1.66B, 56%) and Fidelity ($1.3B, 44%). Impact Partnership Wealth has custody of $660M for 3,788 clients.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $1.3B44%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.66B56%
At year end, Impact Partnership Wealth’s separately managed accounts were mostly in funds (62%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.03B across 439 positions; the largest are SPDR Series Trust (15.0%), Invesco Qqq TR (5.4%) and Vanguard Intl Equity Index F (5.1%).
What the accounts hold
- Stocks24%
- Funds62%
- Bonds7%
- Cash7%
How many clients does Impact Partnership Wealth have?
Impact Partnership Wealth has 8,017 clients and manages $2.96 billion for them, as of September 2026. They include 7,476 individual clients, 512 high-net-worth individuals, and 22 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does Impact Partnership Wealth offer?
Impact Partnership Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Impact Partnership Wealth charge?
Impact Partnership Wealth charges up to 2.00% a year for its Model Portfolio Solutions and Direct Asset Management.
Source: IMPACT PARTNERSHIP WEALTH, LLC ADV PART 2A, filed 31 March 2026
Which custodians does Impact Partnership Wealth use?
Impact Partnership Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.66B and Fidelity Brokerage Services LLC (Boston, MA), with $1.3B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026
How many financial advisors does Impact Partnership Wealth have?
Impact Partnership Wealth has 89 investment adviser representatives registered with state securities authorities, out of 100 employees, and 89 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 83 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Impact Partnership Wealth invest in?
At the end of its last fiscal year, Impact Partnership Wealth’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 7% investment grade corporate bonds and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Impact Partnership Wealth?
Impact Partnership Wealth is owned through trusts by David Callanan and Preservation Trust Company. Its direct owners are Thomas Zebley, Bradley Jenkins, Karlun M Callanan Irrevocable Trust A and Foster Family Descendants Trust, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does Impact Partnership Wealth get paid?
Impact Partnership Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Impact Partnership Wealth?
Impact Partnership Wealth’s main office is at 1688 White Circle NW, Marietta, GA 30066. Its phone number is 800-380-5040. Its website is impactpartnershipwealth.com.
