IMG WEALTH MANAGEMENT, INC.

Overview

IMG Wealth Management, Inc. is an independent, SEC-registered registered investment adviser that positions itself as a fee-based planner and portfolio manager for individuals and families. The firm is organized as a corporation, is owned by an individual, and is identified as a capital allocator — it selects and places client capital with third‑party managers in addition to managing in‑house client portfolios. Its client work includes comprehensive financial planning, portfolio management for individuals and small businesses, due diligence and selection of other advisers, and running educational seminars and workshops. The firm bills using a mix of percentage‑of‑AUM, hourly, and fixed fees. It does not identify as an active ESG investor and is not presented as a multi‑state adviser. The SEC registration year in the available data is 2024.

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Public Holdings

Investments & Alternatives