Daniel Richard Garvin

Impact Partnership Wealth, LLC

39 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Impact Partnership Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

5,181 clients

Average Client Portfolio

$325K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

1688 White Circle Nw, Marietta, GA, 30066

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2023

Settled

Customer Dispute

December 2011

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel is an insurance agent selling life insurance and annuities through Apex Wealth Management, dedicating about a third of his time to this activity. He also works as a notary, but this is not investment-related and takes minimal time.