IMG Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
IMG Wealth Management reports 710 clients. They include 681 individual clients and 29 high-net-worth individuals. Of its assets, 100.0% ($210M across 1,355 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 61% |
| High-net-worth individuals | 4% | 39% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 681 | $128M | 60.9% | $188K |
| High-net-worth individuals | 29 | $81.9M | 39.1% | $2.83M |
| Total | 710 | $210M | 100% | $295K |
- Clients
- 681
- Regulatory AUM
- $128M
- AUM share
- 60.9%
- Avg. per client
- $188K
- Clients
- 29
- Regulatory AUM
- $81.9M
- AUM share
- 39.1%
- Avg. per client
- $2.83M
Total
- Clients
- 710
- Regulatory AUM
- $210M
- AUM share
- 100%
- Avg. per client
- $295K
- 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
IMG Wealth Management charges 0.50%–1.50% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is charged at a negotiable hourly rate of $150, with an estimate given at the start of the relationship.
Nick Edwards owns 75% or more of IMG Wealth Management. The leadership team of IMG Wealth Management includes President Nick Edwards and Chief Compliance Officer Nathan Edwards. It has 7 employees.
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 3 broker-dealer reps
- 7 insurance agents
- 4 soliciting firms
- Owns 75% or more of Img Wealth Management, Inc.
Nick Edwards
Control person · since September 2016
IMG Wealth Management’s regulatory assets grew 1.7× from $120M (May 2024) to $210M (February 2026); clients rose from 540 to 710 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $210M | 710 | 7 | 1 |
| Feb 2025February 2025 | $151M | 604 | 7 | 1 |
| May 2024May 2024 | $120M | 540 | 7 | 1 |
Besides its headquarters, IMG Wealth Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 8771 Perimeter Park CT., Suite 102, JacksonvilleHQ
Contact and registration details
- Legal name
- Img Wealth Management, Inc.
- Headquarters
- 8771 Perimeter Park CT., Suite 102, Jacksonville, FL 32216
- Website
- imgwealthmanagement.com
- Phone
- 904-731-9955
- SEC file
- 801-129719
- Structure
- Florida corporation
- Fiscal year end
- December
IMG Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($193M, 92%) and The Lincoln National Life Insurance ($16.8M, 8%). IMG Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $193M92%
- The Lincoln National Life InsuranceThe Lincoln National Life Insurance Company · Fort Wayne, IN · $16.8M8%
At year end, IMG Wealth Management’s separately managed accounts were mostly in funds (77%). Its reported 13F holdings for the quarter ended 30 June 2026 total $180M across 612 positions; the largest are First TR Exchng Traded FD VI (10.3%), Capital Group Dividend Value (7.7%) and First TR Exchng Traded FD VI (6.5%).
What the accounts hold
- Stocks9%
- Funds77%
- Bonds2%
- Cash4%
- Other8%
- Registered index-linked annuities8%
How many clients does IMG Wealth Management have?
IMG Wealth Management has 710 clients and manages $210 million for them, as of February 2026. They include 681 individual clients and 29 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 February 2026
What services does IMG Wealth Management offer?
IMG Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does IMG Wealth Management charge?
IMG Wealth Management charges 0.50%–1.50% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Which custodians does IMG Wealth Management use?
IMG Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $193M and The Lincoln National Life Insurance Company (Fort Wayne, IN), with $16.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 February 2026
How many financial advisors does IMG Wealth Management have?
IMG Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 7 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 IMG Wealth Management invest in?
At the end of its last fiscal year, IMG Wealth Management’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 8% other, 4% cash and equivalents and 2% U.S. government and agency bonds. The 8% other category is described as: Registered Index-Linked Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does IMG Wealth Management have a minimum investment?
Yes, IMG Wealth Management’s minimum account size for its Asset Management is $250K.
Who owns IMG Wealth Management?
IMG Wealth Management’s direct owner is Nick Edwards (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 February 2026
How does IMG Wealth Management get paid?
IMG Wealth Management 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 IMG Wealth Management?
IMG Wealth Management’s main office is at 8771 Perimeter Park CT., Suite 102, Jacksonville, FL 32216. Its phone number is 904-731-9955. Its website is imgwealthmanagement.com.