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IM Wealth
IM Wealth is a RIA and multi-family office offering institutional-grade portfolio management and integrated family-office services for high-net-worth...
IM Wealth
IM Wealth functions as an RIA providing multi-family office services, founded to serve families whose capital demands extend beyond basic wealth management. The firm positions itself around a 'wealth continuum' — coordinating CPAs, estate attorneys, and other advisors under a single fiduciary umbrella. That model focuses each client on one dedicated team rather than multiple disconnected specialists. On the investment side, IM Wealth builds globally diversified portfolios using third-party manager research and direct indexing. Asset classes include public equities, fixed income, private real estate, private credit, and hedge funds. The firm screens managers through a documented ODD process and constructs custom benchmarks. Portfolio companies and deal-level examples are not disclosed. Geographic focus is US-centric. The firm maintains relationships with multiple custody and reporting platforms but does not operate any separately branded family office or venture arm. Team size and number of client families are not publicly available. The firm appears to have no recent disclosed operational event from the last 24 months. IM Wealth’s structural differentiator is its scale — a relatively large RIA serving multiple families — while maintaining a single-family-office-like service density. The firm outsources portfolio construction to internal ODD and uses the RIA framework to offer fiduciary-aligned planning without the conflicts present in bank or broker channels. Governance appears to follow typical RIA board structure with no succession succession plan publicly known.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
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Frequently asked questions
Who runs investment decisions at IM Wealth?
IM Wealth does not publicly disclose individual portfolio managers or CIOs. The firm describes a team-based investment committee structure that sets strategic asset allocation and conducts manager research. Specific names and roles are not listed on the firm's public materials (Altss research).
How does IM Wealth source proprietary deal flow?
IM Wealth does not operate a direct investing or venture program. All investment decisions go through third-party vehicles — mutual funds, ETFs, SMAs, and commingled partnerships. Proprietary deal sourcing is not part of the firm's strategy (Altss research).
Is IM Wealth structured as a single family office or does it operate more like a venture firm?
IM Wealth is a registered investment advisor (RIA) serving multiple families. It operates as a multi-family office with no venture division or single-family focus. The firm provides comprehensive planning and portfolio management but does not sponsor its own funds or co-investment vehicles.
Does IM Wealth participate in fund commitments or only direct deals?
IM Wealth exclusively allocates client capital into third-party investment funds and separate accounts. It does not commit capital as a fund investor itself, nor does it lead direct deals. Client allocations are made through the firm's model portfolios and custom SMAs (Altss research).
What investment stages does IM Wealth typically target?
IM Wealth does not target specific stages. Its portfolios span public markets across all capitalization ranges, and alternative allocations go to long-established private equity and real estate pools. No venture or growth-stage direct exposure is advertised.
Which sectors does IM Wealth explicitly avoid?
IM Wealth does not publish any explicit negative screens or sector avoidance policies. The firm's ESG posture is not publicly disclosed.
Where does the underlying wealth come from at IM Wealth?
Client wealth at IM Wealth originates from a variety of business and entrepreneurial sources. The firm does not publicly tie to any specific industry or family dynasty. Wealth origin for the client base is not disclosed (Altss research).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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