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Matthew Howard Eilers

IMPACT PARTNERSHIP WEALTH
Grand Rapids, MI
·CRD# 5514093·17 years experience

Professional Summary

Matthew Howard Eilers, who also goes by Matt H Eilers, Matthew H Eilers, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Grand Rapids, Michigan. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt H Eilers, Matthew H Eilers

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

17 years in the financial services industry

Current & Past Employments

IMPACT PARTNERSHIP WEALTH, LLC·CRD# 313928
RIA
4940 Cascade Rd Se Ste 220, Grand Rapids, MI 49546
July 16, 2025 - Present
FOUNDATIONS INVESTMENT ADVISORS LLC·CRD# 175083
RIA
Grand Rapids, MI
June 21, 2024 - July 16, 2025
AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
Grand Rapids, MI
December 18, 2023 - June 20, 2024
SIGNAL ADVISORS WEALTH, LLC·CRD# 301086
RIA
Ada, MI
March 16, 2023 - November 29, 2023
USA FINANCIAL SECURITIES LLC·CRD# 103857
RIA
Ada, MI
August 17, 2012 - October 31, 2022
USA FINANCIAL SECURITIES LLC·CRD# 103857
BD
Ada, MI
July 8, 2009 - October 31, 2022

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Current Firm

IP
IMPACT PARTNERSHIP WEALTH, LLC

ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS

CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - SEC (5/24/2021 Approved)
Maryland
Registered Investment Advisory firm - Maryland (10/18/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1688 White Circle Nw, Marietta, GA 30066

Phone Number

(800) 380-5040

# of Employees

100

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IPW WRAP FEE BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

16,058

AUM (Assets Under Management)

$2,963,975,229

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) MEDALIST WEALTH MANAGEMENT; YES INVESTMENT RELATED; 4940 CASCADE RD SE, STE 220 GRAND RAPIDS, MI 49546; INSURANCE SALES; OWNER, FINANCIAL ADVISOR; 12/2023; 80HRS/MO; 80HRS/MO DURING SECURITIES TRADING HOURS; INSURANCE SALES AND FINANCIAL PLANNING. 2) THE EILERS GROUP, LLC; NOT INVESTMENT RELATED; 6749 OLD DARBY TRAIL NE, ADA, MI 49301; LICENSED FIREARMS SALES THROUGH THE ATF AND FBI; OWNER; 1/2015; 2HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; I HAVE A FEDERAL FIREARMS LICENSE AND AM LICENSED TO SELL FIREARMS LEGALLY IN THE STATE OF MICHIGAN. I CONDUCT BUSINESS FOR PERSONAL USE AND FOR FRIENDS AND FAMILY. 3) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 4940 CASCADE RD SE STE 220 GRAND RAPIDS, MI 49546; ESTATE PLANNING; FACILITATOR; 11/2025; APPROX. 5HRS/MO; APPROX. 5HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, AND PROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS. 4) ASSOCIATION OF FINANCIAL CONSULTANTS; NOT INVESTMENT RELATED; GRAND RAPIDS, MI; EDUCATIONAL WORKSHOPS; MEMBER; 1/20/2026; APPROX. 4HRS/MO; APPROX. 4HRS/MO DURING SECURITIES TRADING HOURS; PROMOTING COMPREHENSIVE FINANCIAL LITERACY THROUGH FREE EDUCATIONAL WORKSHOPS. 5) 3J CARDS LLC; NOT INVESTMENT RELATED; ADA, MI; SPORTS AND TRADING CARD SALES; OWNER; 2/11/2026; 0HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; MY 10 YEAR OLD SON IS STARTING A BUSINESS SELLING SPORTS AND TRADING CARDS ON EBAY, AND I'M HELPING HIM SET IT UP.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC

ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS

CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - SEC (5/24/2021 Approved)
Maryland
Registered Investment Advisory firm - Maryland (10/18/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Michigan
(7/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2009About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew Howard Eilers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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