Erik Sean Wilson
Investment adviser representative at Impact Partnership Wealth, LLC
17 yearsExperience
1 stateRegistered in
$3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Impact Partnership Wealth, LLCFeb 2026 to now
- World Equity GroupJul 2019 to now
- Legacy Resource CentersSep 2009 to now
- Trusted Homecare ServicesJan 2017 to Dec 2020
- Triumph Wealth Advisors, Inc.Apr 2015 to May 2024
- Senior Information CentersMar 2015 to Dec 2020
- Taylor Capital Management Inc.Mar 2015 to Jul 2019
- The Assurance GroupJun 2013 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2785624
- Firm CRD
- 313928