What departments does Impact Wealth have?

Impact Wealth has employees across 2 departments including Finance, Operations.

What is the largest department at Impact Wealth?

The largest department at Impact Wealth is Finance with 1 employees.

Where are Impact Wealth employees located globally?

Impact Wealth has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Impact Wealth's team size changed over time?

Impact Wealth's team has grown from approximately 9 to 12 employees based on available data.

Impact Wealth Employee Directory

Financial ServicesColorado, United States11-50 Employees

Impact Wealth operates in the financial services sector, offering a combination of institutional-level investment management with advanced tax and estate strategies. The firm aims to help affluent families and entrepreneurs align their wealth with long-term purpose, seeking to grow wealth and income while reducing risk and taxes. Based in Colorado, the company emphasizes structured wealth planning that goes beyond traditional financial guidance to focus on coordinated capital allocation and strategic design intended to endure beyond a single generation. With a client base centered on successful families, Impact Wealth positions itself as a partner for those seeking clarity and discipline in managing substantial wealth. The organization works through a network of affiliated entities to provide investment advisory and securities services, while noting that its endowment-related language pertains to non-personal donors rather than individual investors.

Impact Wealth Global Highlights

North America
22

United States Of America
21
Canada
1

Impact Wealth's Leadership

S. A.
Co-Founder / Financial Planner
Mobile Phone
Email
D. P.
Partner
Mobile Phone
Email
C. T.
Director Of Client Relations
Mobile Phone
Email
J. M.
Director Of Insurance Operations
Mobile Phone
Email
M. T.
Director Wealth Management
Mobile Phone
Email

Impact Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Impact Wealth

Name

Title

Contact

Location

Last Update

D. P.
Partner
Mobile Phone
Email
Jan 22, 2024
S. A.
Co-Founder / Financial Planner
Mobile Phone
Email
Oct 16, 2024
C. T.
Director Of Client Relations
Mobile Phone
Email
Apr 22, 2026
J. M.
Director Of Insurance Operations
Mobile Phone
Email
May 31, 2026
M. T.
Director Wealth Management
Mobile Phone
Email
Mar 26, 2024

Frequently Asked Questions

What is Impact Wealth known for?

Impact Wealth was founded in 2012 operates in the Financial Services industry. Explore Impact Wealth's company overview page for more information.

What is Impact Wealth's most common email format?

Impact Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Impact Wealth email formats with LeadIQ.

How many employees does Impact Wealth have currently?

Impact Wealth has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Impact Wealth's key employees and leadership?

As of July 2026, Impact Wealth's key employees include:

Co-Founder / Financial Planner: S. A.
Partner: D. P.
Director Of Client Relations: C. T.
Director Of Insurance Operations: J. M.
Director Wealth Management: M. T.

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Impact Wealth Employee Directory

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