Img Wealth Management, Inc.
● SEC registered since 2024CRD 285966SEC# 801-129719Jacksonville, FL
Reg. AUM
$209.7M
Employees
7
Accounts
1,355
Location
Jacksonville, FL
Img Wealth Management, Inc. assets under management
Img Wealth Management, Inc. operates as an SEC-registered investment adviser based in Jacksonville, FL. The firm has been registered since 2024. It reports $209.7 million in regulatory assets under management and employs 7 people.
Img Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan Andrew Edwards Control | Chief Compliance Officer/Investment Advisor Representative | Under 5% | 2021 |
| Nick Allen Edwards Control | President/Managing Member/Investment Advisor Representative | Over 75% | 2016 |
Frequently asked questions
How much does Img Wealth Management, Inc. manage?
Img Wealth Management, Inc. reports $209.7 million in regulatory assets under management on its Form ADV.
How many employees does Img Wealth Management, Inc. have?
Img Wealth Management, Inc. reports 7 employees.
Where is Img Wealth Management, Inc. located?
Img Wealth Management, Inc. is based in Jacksonville, FL and has been SEC-registered since 2024.
Does Img Wealth Management, Inc. disclose fund performance?
Img Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8771 Perimeter Park Ct., Suite 102, Jacksonville, FL 32216 |
| Phone | 904-731-9955 |
| Fax | 904-636-9955 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$209.7M▲ 39%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$209.7Mregulatory AUM
Discretionary $209.7M