Bo ruei Chen
Investment adviser representative at Impact Partnership Wealth, LLC
13 yearsExperience
1 stateRegistered in
$3BFirm assets
5 yearsFirm in business
Are you Bo ruei Chen? Claim your profile
Contact this firm
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
13 years in the industry.
- The Maverick Insurance, LLCApr 2024 to now
- Impact Partnership Wealth, LLCFeb 2023 to now
- The Impact PartnershipNov 2021 to now
- UnemployedMay 2021 to Nov 2021
- Georgia State UniversityJan 2020 to May 2021
- Gsu PerimeterAug 2017 to Jan 2020
- George Walton Comprehensive High SchoolFeb 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7702530
- Firm CRD
- 313928