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They include 17 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does IM Wealth Partners Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does IM Wealth Partners Investment Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does IM Wealth Partners Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does IM Wealth Partners Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does IM Wealth Partners Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns IM Wealth Partners Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does IM Wealth Partners Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact IM Wealth Partners Investment Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 4 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}