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IMA ADVISORY SERVICES, INC.

DENVER, CO · CRD 112091 · IAPD ↗ · 316-266-6574

$3.90BRegulatory AUM
40Advisory reps
50Employees
192Clients
101-250Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — IMA ADVISORY SERVICES, INC. added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2026 — IMA ADVISORY SERVICES, INC. reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2026 — IMA ADVISORY SERVICES, INC. grew from 35 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — IMA ADVISORY SERVICES, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
February 2025 — IMA ADVISORY SERVICES, INC. added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2025 — IMA ADVISORY SERVICES, INC. notice-filed in MT, NJ, NY, SC, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
82
February 2025 — IMA ADVISORY SERVICES, INC. grew from 19 to 31 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
February 2025 — IMA ADVISORY SERVICES, INC. crossed $1B in regulatory AUM ($911.6M -> $2.66B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
October 2024 — IMA ADVISORY SERVICES, INC. moved its main office from WICHITA, KS to DENVER, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
October 2024 — IMA ADVISORY SERVICES, INC. added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
June 2024 — IMA ADVISORY SERVICES, INC. notice-filed in GA, MA, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — IMA ADVISORY SERVICES, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
May 2024 — IMA WEALTH is now doing business as IMA ADVISORY SERVICES, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
49
April 2024 — IMA WEALTH notice-filed in CT, IL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — IMA WEALTH reported RAUM up 26% ($721.3M -> $911.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.