Anthony
Desantis
Impact Partnership Wealth, LLC
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About this Advisor
Anthony Desantis is a financial advisor based out of Kennesaw, Georgia, with 1 year of relevant experience. Desantis works at Impact Partnership Wealth, LLC. Over the course of their career, they have held roles at The Direct Effect, Online Trading Academy, Ae Wealth Management, LLC, Advisors Excel Wealth Management, Kinetic Investment Management, Inc and Impact Partnership Wealth, LLC. Desantis has Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado and Florida. Impact Partnership Wealth, LLC is a registered investment business that has its headquarters in Kennesaw, GA. It has offices in 30 locations and a total of 37 employees. It controls $292 million in total assets among its 2,042 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 2,042 accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Impact Partnership Wealth, LLC performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which services are provided. However, fees billed by Impact Partnership Wealth, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Impact Partnership Wealth, LLC Brokerage Details
$291,965,318
37
2,042
$142,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Anthony Desantis Work History
Anthony has been registered as a financial advisor for 1 years.*
Impact Partnership Wealth, LLC
The Direct Effect
Ae Wealth Management, LLC
Advisors Excel Wealth Management
Kinetic Investment Management, Inc
Online Trading Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Desantis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impact Partnership Wealth, LLC
Kennesaw, GA
Kennesaw, GA
Anaheim, CA
Kennesaw, GA
Wilmington, DE
Kennesaw, GA
Kennesaw, GA
Fort Lauderdale, FL
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