IMA Wealth Inc

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Assets, Funds, Holdings

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IMA Wealth Inc
CRD #112091
SEC #801-79108
CIK #0001455495
AUM $721.3 MM (2023-03-31)
Employees 21 (95% Investors, 81% Brokers)
Phone316-266-6574
Address430 E Douglas Ave
Wichita, KS 67202
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
80064048032016002010201420192024
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 ($MM)
50040030020010002011201520192024
AUM Breakdown Accounts AUM ($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
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