IM WEALTH

Overview

IM Wealth is a privately held limited liability company owned by an individual that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm charges both asset-based fees and fixed fees for its advisory services. It does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. IM Wealth is not organized as a capital allocator and is not listed as a related adviser to other firms. The firm has an industry affiliation with an insurance company.

Assets & Accounts

Location & Offices