IM Wealth

Overview

IM Wealth is a small, LLC-structured advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and uses a fee model that combines percentage-of-AUM billing with fixed fees. It does not identify as a multi-state advisor or an ESG-driven investor, and it is not classified as a capital allocator. IM Wealth lists an insurance company affiliation among its industry relationships, suggesting distribution or product ties with insurance providers.

Assets & Accounts

Investments & Alternatives

Location & Offices