Erik Sean Wilson
Investment Adviser Representative at Impact Partnership Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Erik Sean Wilson is an investment adviser representative with Impact Partnership Wealth, LLC in Stuart, FL, where they have been registered since 2026. They have worked in the securities industry since 2009 and have been registered with 3 firms, including Triumph Wealth Advisors, Inc. and Fintegra Financial Solutions. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
4 states and territories
Colorado, Florida, New Jersey, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE Assurance GroupJun 2013 – Dec 2020West Palm Beach, FL
- Senior Information CentersMar 2015 – Dec 2020Boca Raton, FL
- Trusted Homecare ServicesJan 2017 – Dec 2020Boca Raton, FL
- World Equity GroupJul 2019 – no end date reportedArlington Heights, IL
- Impact Partnership Wealth, LLCFeb 2026 – no end date reportedMarietta, GA
- Triumph Wealth Advisors, Inc.Apr 2015 – May 2024Woodstock, GA
- Taylor Capital Management Inc.Mar 2015 – Jul 2019Boca Raton, FL
- Legacy Resource CentersSep 2009 – no end date reportedStuart, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Impact Partnership Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 91
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Marietta, GA
- SEC file number:
- 801-121239
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
View full firm profileOther advisors at Impact Partnership Wealth, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erik Sean Wilson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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