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Img Wealth Management, Inc.

● SEC registered since 2024CRD 285966SEC# 801-129719Jacksonville, FL
Export (members)
Reg. AUM
$151.4M
Employees
7
Accounts
1,114
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 $151.4 million in regulatory assets under management and employs 7 people.
www.imgwealthmanagement.comView on SEC.gov ↗

Img Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Nathan Andrew Edwards ControlChief Compliance Officer/Investment Advisor RepresentativeUnder 5%2021
Nick Allen Edwards ControlPresident/Managing Member/Investment Advisor RepresentativeOver 75%2016

Frequently asked questions

How much does Img Wealth Management, Inc. manage?

Img Wealth Management, Inc. reports $151.4 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

Address8771 Perimeter Park Ct., Suite 102, Jacksonville, FL 32216
Phone904-731-9955
Fax904-636-9955
Office hours8:30a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$151.4M
Non-discretionary$0
Total (RAUM)$151.4M