IMG Wealth Management, Inc.
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 285966
- Registered since
- March 21, 2024
- Website
- imgwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.92%
- HNWI39.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
IMG Wealth Management, Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves primarily individual and family clients and markets itself as a capital allocator that constructs portfolios, selects third‑party managers, and provides financial planning and education. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible and include asset‑based fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities9%
- Other8%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 266Active vs passive
$243M in ETFs
33%
$80.8M
59%
$162M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $19.9M | 532,201 | 8.22% |
Location
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 8771 Perimeter Park Ct
- Time zone
- ET (UTC-5)
- Office locations
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