Patrick Chapman Smith
Investment adviser representative at Impact Partnership Wealth, LLC
23 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
23 years in the industry.
- Impact Partnership Wealth, LLCApr 2024 to now
- Think Different FinancialDec 2016 to now
- The Smith Law Firm, P.C. dba Think Different Legal GroupOct 2003 to now
- Ae Wealth Management, LLCSep 2019 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7170222
- Firm CRD
- 313928