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⚲
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| IMA Wealth Inc
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|
|---|---|
| CRD # | 112091 |
| SEC # | 801-79108 |
| CIK # | 0001455495 |
| AUM | $721.3 MM (2023-03-31) |
| Employees | 21 (95% Investors, 81% Brokers) |
| Phone | 316-266-6574 |
| Address | 430 E Douglas Ave Wichita, KS 67202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 7.3 | |
| AAPL | 2,382,844.0 | 6.8 | |
| PG | 338,108.9 | 6.0 | |
| VLO | 47,441.2 | 5.6 | |
| DHR | 183,136.1 | 5.2 | |
| ATVI | 60,330.0 | 4.9 | |
| KNX | 7,555.2 | 4.4 | |
| FAST | 28,302.5 | 4.0 | |
| EXEL | 6,716.3 | 4.0 | |
| CRWD | 40,424.6 | 3.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 256 | 107.3 |
| (b) Individuals (high net worth individuals) | 107 | 328.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 263.2 |
| (h) Charitable organizations | 4 | 16.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 404 | 721.3 |
| By Discretionary | ||
| Discretionary | 404 | 721.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 404 | 721.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 721.3 | |
| Total | 404 | 721.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001455495] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Allied Investment Advisors LLC
✚
|
MT | 0.7 |
|
Tufton Capital Management LLC
✚
|
MD | 0.7 |
|
Richard P Slaughter Associates Inc
✚
|
TX | 0.7 |
|
Coyle Financial Counsel LLC
✚
|
IL | 0.7 |
|
Lafleur & Godfrey LLC
✚
|
MI | 0.7 |
|
CGN Advisors LLC
✚
|
KS | 0.7 |
|
Brand Asset Management Group Inc
✚
|
MO | 0.7 |
|
Hartford Financial Management Inc
✚
|
CT | 0.7 |
|
Wealth Dimensions Group Ltd
✚
|
OH | 0.7 |
|
Ullmann Wealth Partners Group LLC
✚
|
FL | 0.7 |