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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does IMG Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does IMG Wealth Management invest in?","answer":"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. 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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."}