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 $10,900,124 in 147 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $74,151
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 - 3 of 3 top financial advisors.
1
Jeffrey J. Presogna
CRD#: 4488078
359 West 26th Street, Erie, PA 16508
93
Wealthminder
score

Jeffrey Presogna (CRD# 4488078) is an Investment Advisor Representative working at I.m.s. Wealth Management, LLC in Erie, PA and has over 14 years of experience in the finance industry.

2
Mark J. Modlo
CRD#: 728591
359 West 26th Street, Erie, PA 16508
83
Wealthminder
score

Mark Modlo (CRD# 728591) is an Investment Advisor Representative working at I.m.s. Wealth Management, LLC in Erie, PA and has over 35 years of experience in the finance industry.

3
Brian D. Ramm
CRD#: 4784271
359 West 26th Street, Erie, PA 16508
83
Wealthminder
score

Brian Ramm (CRD# 4784271) is an Investment Advisor Representative working at I.m.s. Wealth Management, LLC in Erie, PA and has over 12 years of experience in the finance industry.

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