Achilleas Vargiamis
Investment adviser representative at Impact Partnership Wealth, LLC
14 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
14 years in the industry.
- Impact Partnership Wealth, LLCMay 2022 to now
- Patria Wealth GroupApr 2022 to now
- TD Private Client Wealth LLCAug 2018 to Jul 2021
- TD Bank N.A.Jan 2012 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 7013474
- Firm CRD
- 313928