Matthew Noel Miller
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, LLCJan 2024 to now
- USA Wealth Services LLCSep 2023 to now
- Honor Insurance Group LLCMar 2021 to now
- J.P. Morgan Securities LLCDec 2018 to Mar 2021
- JPMorgan Chase Bank, N.A.Dec 2018 to Mar 2021
- River Rock'sSep 2018 to Dec 2018
- Edward JonesNov 2016 to Aug 2018
- River RocksNov 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2022
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
- 6725952
- Firm CRD
- 313928