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INVESTMENT MANAGEMENT TRUST, LLC

FITCHBURG, MA · CRD 129456 · IAPD ↗ · 978-343-3344

$123.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — INVESTMENT MANAGEMENT TRUST, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
April 2025 — INVESTMENT MANAGEMENT TRUST, LLC (FITCHBURG, MA) is newly SEC-registered with $106.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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