# IM Wealth Partners

> IM Wealth Partners is an SEC-registered investment advisory firm in Blue Bell, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 307379
- Filed as: IM WEALTH PARTNERS
- Legal name: IM Wealth Partners Investment Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Blue Bell, PA
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307379
- AdvisorCensus page: https://advisorcensus.com/firm/im-wealth-partners-blue-bell-pa-307379

## Quick answers

**How is IM Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), IM Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is IM Wealth Partners located?**
IM Wealth Partners' principal office is in Blue Bell, PA, according to its Form ADV.

**Is IM Wealth Partners registered with the SEC or a state?**
IM Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 307379.

**How much does IM Wealth Partners manage?**
IM Wealth Partners reports $123,883,297 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does IM Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17).

**Which custodians does IM Wealth Partners use?**
IM Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does IM Wealth Partners report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307379

**Does IM Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "IM Wealth Partners does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in IM Wealth Partners' recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $123,883,297.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> IM Wealth Partners does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $123,883,297
- Discretionary: $123,883,297
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 17 | $123,883,297 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 16 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307379

### Websites listed on Form ADV (Item 1.I)
- imwealthpartners.com
- Facebook @IMWealthPartners
- LinkedIn @im-wealth-partners

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $123,883,297.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IM Wealth Partners (CRD 307379): Form ADV filing data as of October 2026.