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IMA WEALTH
430 E Douglas Ave
Suite 400
Wichita, Kansas 67202
Tel: 316-266-6574
About IMA WEALTH
IMA WEALTH, formally registered with the SEC as IMA WEALTH. The firm was established in 02/05/2014. They have over 4 offices throughout the country.
IMA WEALTH is a Wichita, Kansas based Financial Planning firm with nearly $721,277,792 assets under management, offering retirement planning & investment advisory services to 404 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 112091 |
| SEC# | 801-79108 |
| Assets Managed by Firm | $721,277,792 |
| No. of Clients | 404 |
| No. of Advisors | 21 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 404 | $721,277,792 |
| Individuals (other than high net worth individuals) | 256 | $107,302,319 |
| High net worth individuals | 107 | $328,269,653 |
| Pension and profit sharing plans | 35 | $263,151,902 |
| Charitable organizations | 4 | $16,857,271 |
| Corporations or other businesses | 2 | $5,696,647 |
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