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IMG WEALTH MANAGEMENT, INC.

JACKSONVILLE, FL · CRD 285966 · IAPD ↗ · imgwealthmanagement.com · 904-731-9955

$209.7MRegulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
December 2025 — IMG WEALTH MANAGEMENT, INC. reported RAUM up 33% ($151.4M -> $201.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
November 2024 — IMG WEALTH MANAGEMENT, INC. reported RAUM up 25% ($119.9M -> $150.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — IMG WEALTH MANAGEMENT, INC. (JACKSONVILLE, FL) is newly SEC-registered with $119.9M RAUM and 6 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.