Las Vegas, NV W Sunset Rd Office
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Impact Partnership Wealth, LLC
Multi-team
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About
Impact Partnership Wealth, LLC provides investment advisory services to individuals (including high-net-worth clients), corporations, trusts and retirement plans, and also acts as a sub-adviser to other registered investment advisers through a TPRIA program. The firm’s offerings include model portfolio solutions, discretionary direct asset management, financial planning, and ERISA 3(21)/3(38) retirement plan services, managing roughly $2.96 billion through a network of about 89 investment adviser representatives and multiple offices.
IPW implements strategies using firm-managed models, third‑party strategists, and advisor‑managed models, exercising discretionary authority for trading, rebalancing and implementation; available strategies include direct indexing, fixed‑income, growth allocations and limited options overlays. The firm and its IARs rely on third‑party operational and compliance platforms—most notably AE Wealth Management for trading, compliance and back‑office support—and require custody relationships with Charles Schwab or Fidelity while allowing clients to impose reasonable investment restrictions.
What is distinctive about IPW is its broad affiliated‑entity and service‑provider ecosystem: the firm operates under common ownership with related broker‑dealers (MAS, AEFS), insurance marketing organizations (Impact, Advisors Excel), affiliated advisers (AEWM, VIP), and uses Market Guard™ as a model signal provider, and these relationships are disclosed as potential conflicts in its brochure. IPW also permits independent IARs to set advisory fees within prescribed ranges and to create advisor‑managed models on the platform, arrangements that can produce variation in fee terms and model selection compared with many peers.
Based on Impact Partnership Wealth, LLC
Expertise
Based on Impact Partnership Wealth, LLC
Location
8345 W Sunset Rd, #220
Las Vegas NV 89113
Advisors at this office
2
Advisors at this office
Jimmy L
Series 65
Las Vegas, NV
Impact Partnership Wealth, LLC
Jimmy Lin is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 license and four years of industry experience. He has worked with several firms, including RightPath Tax Pros and RightPath Wealth Management, and is also the owner of RightPath Financial Group, where he provides insurance sales and tax advisory services. Additionally, he prepares tax returns and plans, including estate documents such as trusts and wills. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a diverse range of firm-managed and third-party strategies within a broad affiliated-entity ecosystem.
Amanda D
Series 63, Series 66
Las Vegas, NV
Impact Partnership Wealth, LLC
Amanda Devilbiss Fuller is a financial advisor at Impact Partnership Wealth, LLC with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Rightpath Wealth Management, One Wealth Map, LLC (doing business as H&H Retirement Design and Management and H&H Tax and Business Advisors), Lewis Stefani Group, and Voya Financial Advisors, Inc. She is also involved in insurance sales through JDL Enterprises LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including acting as a sub-adviser to other registered investment advisers. The firm offers portfolio management and financial planning solutions, managing approximately $3 billion through a large network of investment adviser representatives and multiple offices.
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