IMG WEALTH MANAGEMENT, INC.
Adviser information for IMG WEALTH MANAGEMENT, INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 2 |
Registered State Investment Advisers | 6 |
Licensed Agents of an Insurance Company | 6 |
No. of Firms/People that Solicit Clients | 3 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,064 | $119.9M |
Non-Discretionary | 0 | $0 |
Total | 1,064 | $119.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 530 | $89.1M |
HNW Individuals | 10 | $30.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-129719 |
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SEC ERA File Number | 801-129719 |
SEC CIK Numbers | None |
SEC CRD Numbers | 285966 |
Legal Entity Identifier | None |
Principal Office
8771 PERIMETER PARK CT.SUITE 102
JACKSONVILLE
FL
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 904-731-9955, Fax: 904-636-9955
Chief Compliance Officer
NATHAN EDWARDS
INVESTMENT ADVISOR REPRESENTATIVE
8771 PERIMETER PARK CT.
SUITE 102
JACKSONVILLE
FL
United States
Tel:
904-731-9955
Fax:
904-636-9955
N***@**********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Edwards, Nick, Allen | Individual | – | PRESIDENT/MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | 09/2016 | > 75% |
EDWARDS, NATHAN, ANDREW | Individual | – | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | 07/2021 | < 5% |