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I.M.S. WEALTH MANAGEMENT, LLC
CRD 164717
359 WEST 26TH STREET, ERIE, PA, 16508, United States
Phone
814-454-1133
Fax
814-454-1133
Registration
— (—)
Source
State registered
Total AUM
$38.4M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $17.3M |
| High net worth individuals | 8 | $21.0M |
| Pension/profit sharing plans | 3 | $0 |
| Corporations/business entities | 1 | $55K |
All web addresses on file
Official SEC filing: View on IAPD