IM Wealth

Overview

IM Wealth is a small, privately owned limited liability company that provides financial planning and portfolio management services focused on individuals and small businesses. The firm charges clients either a percentage of assets under management or fixed fees. It does not identify as an active ESG investor, and it is not flagged as a multi-state adviser, pension consultant, related adviser, or capital allocator. The firm lists an affiliation with an insurance company, which aligns with its use of insurance-linked products (see below). Available details portray IM Wealth as a boutique adviser working under individual ownership rather than as part of a larger RIA network or wirehouse structure.

Investments & Alternatives

Location & Offices