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).

Current Firm Details
430 E Douglas Ave, Suite 400, Wichita, KS 67202
http://www.imacorp.com
By the Numbers
  • Total Assets Under Management
    912
    MILLION
  • Total Number of Accounts
    970
    ACCOUNTS
  • Average Account Value
    $939,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, IL, KS, MO, NC, OK, TX

Financial Advisors at Ima Wealth
Showing 31 - 34 of 34 top financial advisors.
31
Jonathan Schreter, financial advisor Pasadena CA
Jonathan A. Schreter
CRD#: 7732341
3475 E Foothill Blvd, Suite 100, Pasadena, CA 91107

Jonathan Schreter (CRD# 7732341) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.

32
Carlo Thorbourne, financial advisor Pasadena CA
Carlo A. Thorbourne
CRD#: 7732016
3475 E Foothill Blvd, Suite 100, Pasadena, CA 91107

Carlo Thorbourne (CRD# 7732016) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.

33
Roy Uhl, financial advisor Pasadena CA
Roy C. Uhl
CRD#: 7755975
3475 E Foothill Blvd, Suite 100, Pasadena, CA 91107

Roy Uhl (CRD# 7755975) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.

34
Richard Walker, financial advisor Pasadena CA
Richard L. Walker
CRD#: 7732317
3475 E Foothill Blvd, Suite 100, Pasadena, CA 91107

Richard Walker (CRD# 7732317) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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