IM Wealth Partners

Overview

IM Wealth Partners is an independent registered investment adviser organized as an LLC and positioned to serve individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a selector of other advisers—indicating it uses subadvisors or managed-account relationships as part of its offering. The firm reports being a capital allocator, which aligns with its practice of directing client assets to outside managers in addition to managing portfolios directly. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, giving flexibility across planning and investment mandates. The firm does not identify as an active ESG investor and is not a multi-state adviser; its SEC registration year is listed as 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives