JACKSONVILLE, FLCRD 285966Latest ADV February 16, 2026
Img Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated February 16, 2026, reports $210M in regulatory assets under management, 7 employees, and 1,355 accounts.
Assets Under Management
$210M
Employees
7
Offices
--
Total Clients
710
Primary office
JACKSONVILLE, FL
8771 PERIMETER PARK CT., SUITE 102, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.9% of total clients.
Top client categories% of clientsClients
1
Individuals
95.9%
681
2
HNWI
4.1%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of February 16, 2026
Discretionary100.0%
$210M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$210M
Total Accounts1,355
10Y AUM Change+$90M (+74.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee101:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.