Achilleas
Vargiamis

Impact Partnership Wealth, LLC

CRD#7013474
Investment Advisor
in Wilmington, DE

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About this Advisor

Achilleas Vargiamis is a financial advisor who works out of Wilmington, Delaware who has 1 year of industry experience. Vargiamis is on the advisory team at Impact Partnership Wealth, LLC. Throughout their career, Vargiamis has worked at Td Private Client Wealth LLC, Td Bank N.A, Td Bank, Impact Partnership Wealth, LLC and Patria Wealth Group. Vargiamis has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Delaware. Impact Partnership Wealth, LLC is a company operating out of Kennesaw, GA. The investment advisory business has offices in 30 locations and a total of 37 employees. It administers $292 million in total assets across its 2,042 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 2,042 client accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on which services are provided. However, fee types charged by Impact Partnership Wealth, LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

501 Silverside Road Suite 31
Wilmington, DE 19809

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Impact Partnership Wealth, LLC Brokerage Details

Total Assets Under Management

$291,965,318

DE Average: $3,570,121,308
Total Number of Employees

37

DE Average: 58
Total Number of Accounts

2,042

DE Average: 1,608
Average Account Size

$142,980

DE Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Achilleas Vargiamis Work History

Achilleas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Impact Partnership Wealth, LLC

2022 - Present (2 years)

Patria Wealth Group

2018 - 2021 (3 years)

Td Private Client Wealth LLC

2018 - 2022 (4 years)

Td Bank N.A

2012 - 2018 (6 years)

Td Bank

*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 Achilleas Vargiamis 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

Bo Ruei Chen
Kennesaw, GA
Shawna Moore
Anaheim, CA
Kelton Burgess
Kennesaw, GA
Michael Weinberger
Kennesaw, GA
Eric Sands
Fort Lauderdale, FL
Benjamin Smith
Monmouth, OR
Chelsea Redding
Kennesaw, GA
Randy Kohrs
Kennesaw, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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