Im Wealth Partners Investment Advisors LLC
● SEC registered since 2026CRD 307379SEC# 801-135875Blue Bell, PA
Reg. AUM
$123.9M
Employees
16
Accounts
74
Location
Blue Bell, PA
About Im Wealth Partners Investment Advisors
IM Wealth Partners provides holistic financial planning for family-owned businesses and professionals as an independent personal financial concierge. It coordinates with existing advisors to guide spending, saving, and wealth protection across generations with unbiased advice.
Summary based on the firm’s website.
Im Wealth Partners Investment Advisors LLC assets under management
Im Wealth Partners Investment Advisors LLC is a registered investment adviser overseen by the SEC based in Blue Bell, PA. The firm has been registered since 2026. It reports $123.9 million in regulatory assets under management and employs 16 people.
Im Wealth Partners Investment Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andy John Armstrong | Chief Compliance Officer | Under 5% | 2025 |
| Ian Blane Meierdiercks Control | Ceo/Managing Member | Over 75% | 2026 |
Frequently asked questions
How much does Im Wealth Partners Investment Advisors LLC manage?
Im Wealth Partners Investment Advisors LLC reports $123.9 million in regulatory assets under management on its Form ADV.
How many employees does Im Wealth Partners Investment Advisors LLC have?
Im Wealth Partners Investment Advisors LLC reports 16 employees.
Where is Im Wealth Partners Investment Advisors LLC located?
Im Wealth Partners Investment Advisors LLC is based in Blue Bell, PA and has been SEC-registered since 2026.
Does Im Wealth Partners Investment Advisors LLC disclose fund performance?
Im Wealth Partners Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Valley Square, Suite 110, Blue Bell, PA 19422 |
| Phone | 610-650-1848 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,369 advisers
EmployeesTop 29%
More than 71% of 16,804 advisers
Assets under management
$123.9Mregulatory AUM
Discretionary $123.9M