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IM WEALTH PARTNERS
Legal name: IM WEALTH PARTNERS INVESTMENT ADVISORS LLC
CRD 307379File 801-135875
APPROVED
Retail clients
Disclosure events
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$123.9M
Bottom 25% of cohort (national)
Discretionary AUM
$123.9M
Clients
17
74 accounts
Employees
16
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 13, 2026
- Principal office
- 3 VALLEY SQUARE, SUITE 110, BLUE BELL, PA, 19422
- Phone
- 610-650-1848
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $123.9M
- Discretionary AUM
- $123.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 74
- Non-discretionary accounts
- 0
- Total accounts
- 74
- AUM per client
- $7.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 17 | $123.9M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 9, 2026 | Registration | APPROVED-120 | APPROVED | |
| Sep 5, 2026 | Clients | 0 | 17 | increased by17 |
| Sep 5, 2026 | AUM | $0 | $123,883,297 | increased by$123,883,297 |
| Sep 5, 2026 | Accounts | 0 | 74 | increased by74 |
| Jun 1, 2026 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.