IM Wealth Partners

Overview

IM Wealth Partners is organized as a limited liability company and is a recently formed SEC-registered investment adviser (registration year 2026). The firm identifies itself as a capital allocator and lists core advisory services that include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. That combination suggests a model that blends direct client advisory work with the placement of client capital through external managers or sub-advisers. The adviser reports a mixed fee approach—percentage of assets under management alongside hourly and fixed-fee arrangements—which implies flexibility to support both ongoing portfolio management engagements and project- or planning-based work. IM Wealth Partners does not list itself as an active ESG investor and is not identified as a multi-state adviser in the source data.

Assets & Accounts

Location & Offices