IM Wealth Partners

Overview

IM Wealth Partners is a limited liability company that registered with the SEC in 2026 and is operating as a newly formed investment adviser. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a selector of other advisers — a manager-of-managers or capital allocator role is explicitly indicated. Its stated fee arrangements include asset-based fees, hourly billing and fixed fees, giving it flexibility to serve different client needs. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. Classification data is unclassified in the source material, and no owner-type or client demographic details were provided.

Assets & Accounts