The IMPACT PARTNERSHIP WEALTH is a privately held investment adviser that advises $52.8Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. IMPACT PARTNERSHIP WEALTH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 317.83% over the last 5-years.
The Group has been registered with the SEC for 10.46 years and is comprised of 2 filing and 0 relying advisers. They operate out of 51 office locations with their Headquarters at 2950 SW MCCLURE ROAD SUITE B, TOPEKA, KANSAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 730 employees comprised of 537 investment and 193 non-investment staff. The total number of Employees increased by 41.2% over the last 5-years.
Their $52.8Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 889 other accounts. Assets of Individuals clients own $32.17Bn or 60.93% of Total Assets and High Net Worth Individuals own $20.05Bn or 37.97% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
IMPACT PARTNERSHIP WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.