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Jorge Arias

Impact Partnership Wealth, LLC
23 Years of Experience
Coral Gables, FL
2 Disclosures
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Jorge Arias is a registered investment advisor at Impact Partnership Wealth, LLC, based in Coral Gables, FL, with 23 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.

Impact Partnership Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
87 advisors
Number of Clients
8,017 clients
Average Client Portfolio
$370K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Coral Gables, FL

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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.
Employment Separation After Allegations
September 2022
Judgment / Lien
February 2016
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Impact Partnership Wealth, LLC
July 2026 - Present · 3 mos
Previous Registrations
Royal Fund Management, LLC
December 2024 - February 2026 · 1 yr 2 mos
Cambridge Investment Research Advisors, INC.
December 2021 - September 2022 · 9 mos
Cambridge Investment Research, INC.Broker
December 2021 - September 2022 · 9 mos
Oneamerica Securities, INC.
August 2018 - December 2021 · 3 yrs 4 mos
Oneamerica Securities, INC.Broker
August 2018 - December 2021 · 3 yrs 4 mos
MML Investors Services, LLC
January 2018 - June 2018 · 5 mos
MML Investors Services, LLCBroker
September 2017 - June 2018 · 9 mos
Transamerica Financial Advisors, INC.
February 2007 - December 2015 · 8 yrs 10 mos
Transamerica Financial Advisors, INCBroker
January 2007 - December 2015 · 8 yrs 11 mos
Princor Financial Services Corporation
April 2004 - December 2006 · 2 yrs 8 mos
Princor Financial Services CorporationBroker
April 2004 - December 2006 · 2 yrs 8 mos
Signator Investors, INC.Broker
January 1997 - September 2002 · 5 yrs 8 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1997 - May 1997 · 4 mos
Investment Management & Research, INCBroker
July 1995 - October 1995 · 3 mos
Dmg Securities, INC.Broker
July 1995 - July 1995 · 0 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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