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George Allen Martin

Investment adviser representative at Impact Partnership Wealth, LLC
27 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

27 years in the industry.

  1. Impact Partnership Wealth, LLCOct 2025 to now
  2. Four Plus One, Inc., dba Charter Financial GroupNov 1999 to now
  3. Alphastar Capital Management, LLCMar 2018 to Oct 2025
  4. Calton & Associates, Inc.Sep 2013 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
2940200
Firm CRD
313928
Advisor's SEC record (opens in a new tab)
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