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
Phyllis Turkle (CRD# 5935295) is an Investment Advisor Representative working at Ima Wealth in Wichita, KS and has over 12 years of experience in the finance industry.
Michael Waldman (CRD# 4688936) is an Investment Advisor Representative working at Ima Wealth in Dallas, TX and has over 20 years of experience in the finance industry.
Allison Wright (CRD# 6112320) is an Investment Advisor Representative working at Ima Wealth in Dallas, TX and has over 11 years of experience in the finance industry.
Andrew Agress (CRD# 7732027) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Scott Beehner (CRD# 7714232) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Rob Boldt (CRD# 7785736) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Taylor Bridges (CRD# 7707084) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Brandon Burroughs (CRD# 6020876) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has over 11 years of experience in the finance industry.
Esther Ceballos (CRD# 4029737) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.
Jeanne Delaura (CRD# 7714037) is an Investment Advisor Representative working at Ima Wealth in Pasadena, CA and has 1 year of experience in the finance industry.