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IMG WEALTH MANAGEMENT, INC.

CRD 285966 · SEC 801-129719

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8771 PERIMETER PARK CT., SUITE 102, JACKSONVILLE, FL, 32216, United States

Phone

904-731-9955

Fax

904-636-9955

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$209.7M

Discretionary AUM

$209.7M

Team

7 total employees; 7 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals681$127.7M
High net worth individuals29$81.9M

States served

GA, NC, TX, FL

All web addresses on file

Official SEC filing: View on IAPD