Overview
Assets Under Management: $210 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 29
Average Client Assets: $2.8 million
Frequently Asked Questions
IMG WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285966), IMG WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
IMG WEALTH MANAGEMENT, INC. is headquartered in JACKSONVILLE, FL.
IMG WEALTH MANAGEMENT, INC. serves 29 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, IMG WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
IMG WEALTH MANAGEMENT, INC. manages $210 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, IMG WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.08%
Average Client Assets: $2.8 million
Total Client Accounts: 1,355
Discretionary Accounts: 1,355
Regulatory Filings
CRD Number: 285966
Filing ID: 2052348
Last Filing Date: 2026-02-16 12:15:00