# IMG Wealth Management, Inc.

> IMG Wealth Management, Inc. is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 285966
- Filed as: IMG WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285966
- AdvisorCensus page: https://advisorcensus.com/firm/img-wealth-management-inc-jacksonville-fl-285966

## Quick answers

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

**Where is IMG Wealth Management, Inc. located?**
IMG Wealth Management, Inc.'s principal office is in Jacksonville, FL, according to its Form ADV.

**Is IMG Wealth Management, Inc. registered with the SEC or a state?**
IMG Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 285966.

**How much does IMG Wealth Management, Inc. manage?**
IMG Wealth Management, Inc. reports $209,685,185 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**How have IMG Wealth Management, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for IMG Wealth Management, Inc.: Regulatory assets under management: $119,919,992 in the October 2024 data and $209,685,185 in the October 2026 data, up 75%. Total employees: 7 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does IMG Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (681); high net worth individuals (29).

**Which custodians does IMG Wealth Management, Inc. use?**
IMG Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and The Lincoln National Life Insurance Company as custodians holding 10% or more of its separately managed account assets.

**Does IMG Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285966

**Does IMG Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 16, 2026 says: "IMG requires an account minimum of $250,000 to open an account, but reserves the right to waive the minimum at its discretion."

**What changed in IMG Wealth Management, Inc.'s recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $151,373,576 to $201,210,616 (+33%).

## 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 February 16, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> IMG requires an account minimum of $250,000 to open an account, but reserves the right to waive the minimum at its discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- The Lincoln National Life Insurance Company

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: $209,685,185
- Discretionary: $209,685,185
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 681 | $127,745,934 |
| High net worth individuals | 29 | $81,939,251 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- imgwealthmanagement.com
- imgwealthmanagement.podbean.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $119,919,992 | 7 | May 22, 2024 |
| October 2025 | $151,373,576 | 7 | February 5, 2025 |
| October 2026 | $209,685,185 | 7 | February 16, 2026 |

Regulatory assets under management: $119,919,992 in the October 2024 data and $209,685,185 in the October 2026 data, up 75%.
Total employees: 7 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $151,373,576 to $201,210,616 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IMG Wealth Management, Inc. (CRD 285966): Form ADV filing data as of October 2026.