I.m.s. Wealth Management, LLC

I.m.s. Wealth Management, LLC (CRD# 164717) is a financial advisory firm headquartered in Erie, PA. They manage $29,963,301 in 141 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $212,506
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, PA

Financial Advisors at I.m.s. Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William E. Johnson
CRD#: 1000566
359 West 26th Street, Erie, PA 16508

William Johnson (CRD# 1000566) is an Investment Advisor Representative working at I.m.s. Wealth Management, LLC in Erie, PA and has over 42 years of experience in the finance industry.

2
Jeffrey J. Presogna
CRD#: 4488078
359 West 26th Street, Erie, PA 16508

Jeffrey Presogna (CRD# 4488078) is an Investment Advisor Representative working at I.m.s. Wealth Management, LLC in Erie, PA and has over 22 years of experience in the finance industry.

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