I.M.S. WEALTH MANAGEMENT, LLC

Overview

I.M.S. Wealth Management, LLC is a small independent registered investment adviser that serves individual and family clients as well as some institutional relationships. The firm operates primarily as an advisory and planning practice: its stated activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. Investment activity centers on publicly traded pooled vehicles—mutual funds and other public funds—used as the backbone of client portfolios. The firm supplements those core public-market allocations with third‑party alternative strategies, specifically hedge funds and real estate funds, and offers annuity solutions where appropriate. All client assets reported are managed on a non‑discretionary basis, which implies the firm frequently implements model or recommended solutions while clients retain final investment authority. I.M.S. Wealth Management identifies as an independent RIA owned by an individual. It does not position itself as an active ESG investor, and it is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices