IM Wealth Partners Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
IM Wealth Partners Investment Advisors reports 17 clients. They include 17 high-net-worth individuals. Of its assets, 100.0% ($124M across 74 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | 0% |
| High-net-worth individuals | 100% | 100% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Pension and profit-sharing plans | Fewer than 5 | 0% |
| Charitable organizations | Fewer than 5 | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses; Other | Not reported | 0% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $0 | 0.0% | — |
| High-net-worth individuals | 17 | $124M | 100.0% | $7.29M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Other | Fewer than 5 | $0 | 0.0% | — |
| Total | 17 | $124M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 17
- Regulatory AUM
- $124M
- AUM share
- 100.0%
- Avg. per client
- $7.29M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 17
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
IM Wealth Partners Investment Advisors charges 0.75%–1.50% for its Investment Management Services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$750K | 1.50% |
| $750K–$1M | 1.25% |
| $1M–$5M | 1.00% |
| $5M–$10M | 0.85% |
| $10M and above | 0.75% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning or consulting services are charged a fixed fee ranging up to $100,000, depending on the complexity of the services provided.
Ian Meierdiercks owns 75% or more of IM Wealth Partners Investment Advisors. The leadership team of IM Wealth Partners Investment Advisors includes Chief Compliance Officer Andy Armstrong. It has 16 employees, 8 of them in advisory roles.
Staff
- 16 employees
- 8 in advisory functions
- 8 state-registered reps
- 8 broker-dealer reps
- 6 insurance agents
- Owns 75% or more of IM Wealth Partners Investment Advisors LLC
Ian Meierdiercks
Control person · since January 2026
Besides its headquarters, IM Wealth Partners Investment Advisors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 3 Valley Square, Suite 110, Blue BellHQ
Contact and registration details
- Legal name
- IM Wealth Partners Investment Advisors LLC
- Headquarters
- 3 Valley Square, Suite 110, Blue Bell, PA 19422
- Website
- Not reported
- Phone
- 610-650-1848
- @im-wealth-partners
- SEC file
- 801-135875
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
IM Wealth Partners Investment Advisors’ named custodian for separately managed accounts is Fidelity ($124M). IM Wealth Partners Investment Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $124M100%
At year end, IM Wealth Partners Investment Advisors’ separately managed accounts were mostly in stocks (79%) and funds (19%).
What the accounts hold
- Stocks79%
- Funds19%
- Cash2%
How many clients does IM Wealth Partners Investment Advisors have?
IM Wealth Partners Investment Advisors has 17 clients and manages $124 million for them, as of September 2026. They include 17 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026
What services does IM Wealth Partners Investment Advisors offer?
IM Wealth Partners Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does IM Wealth Partners Investment Advisors charge?
IM Wealth Partners Investment Advisors charges 0.75%–1.50% for its Investment Management Services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
Source: IM WEALTH PARTNERS FORM ADV PART 2A, filed 17 March 2026
Which custodians does IM Wealth Partners Investment Advisors use?
IM Wealth Partners Investment Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 September 2026
How many financial advisors does IM Wealth Partners Investment Advisors have?
IM Wealth Partners Investment Advisors has 8 investment adviser representatives registered with state securities authorities, out of 16 employees, and 8 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does IM Wealth Partners Investment Advisors invest in?
At the end of its last fiscal year, IM Wealth Partners Investment Advisors’ separately managed accounts held 79% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns IM Wealth Partners Investment Advisors?
IM Wealth Partners Investment Advisors’ direct owner is Ian Meierdiercks (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 September 2026
How does IM Wealth Partners Investment Advisors get paid?
IM Wealth Partners Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact IM Wealth Partners Investment Advisors?
IM Wealth Partners Investment Advisors’ main office is at 3 Valley Square, Suite 110, Blue Bell, PA 19422. Its phone number is 610-650-1848.
