Ima Wealth
Ima Wealth (CRD# 112091) is a financial advisory firm headquartered in Wichita, KS. They manage $911,558,004 in 970 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management912MILLION
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Total Number of Accounts970ACCOUNTS
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Average Account Value$939,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, IL, KS, MO, NC, OK, TX
Guillermo Gonzalez (CRD# 7707203) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Patrick Guthrie (CRD# 7707178) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Todd Jackson (CRD# 7711061) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Andrew Johnson (CRD# 7731654) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Linya Ku (CRD# 7710300) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Michelle Landrum (CRD# 7706860) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Jared Little (CRD# 7707105) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Jessica Liu (CRD# 7756004) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Elizabeth Murphy (CRD# 7707121) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Reinhold Schrader (CRD# 7755883) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.