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IMA Advisory Services
IMA Advisory Services, Inc. is an SEC-registered investment adviser in Denver, CO, registered since 2014. The firm manages $3.9 billion in assets, with $3.3...
IMA Advisory Services
IMA Advisory Services, Inc. is an SEC-registered investment adviser in Denver, CO, registered since 2014. The firm manages $3.9 billion in assets, with $3.3 billion on a discretionary basis. It has 50 employees and 40 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1996
Location
Region
North America
Country
United States
City
Denver
Corporate office
Wichita, KS, United States
Principals
D. Scott Wetzel
CEO
Brett E. Mosiman
President
Sector focus
Frequently asked questions
Who runs investment decisions at IMA Advisory Services?
The CEO is D. Scott Wetzel, and the President is Brett E. Mosiman. Day-to-day investment decisions are made by a team of accredited portfolio managers and financial planners within the firm (per the firm's official communications).
Is IMA Advisory Services a single-family office for the Koch family?
No. IMA Advisory Services is a multi-family office and RIA serving multiple wealthy families. While it has deep historical ties to the Koch family enterprise, it operates independently and advises other unrelated families (per public record).
What investment stages and sectors does IMA target?
IMA does not focus on a specific investment stage or sector. It provides diversified portfolio management across asset classes—public equities, fixed income, alternatives, and cash—without targeting early-stage companies or direct deals. The firm acts as a financial planner and wealth advisor, not a venture or private equity fund.
Does IMA participate in direct deal flow or co-investments?
No. IMA is a fee-only advising firm that constructs portfolios using external managers and custodians. It does not operate proprietary investment funds or engage in direct co-investments alongside GPs (per the firm's official communications).
How is IMA structured relative to its clients' philanthropic vehicles?
IMA offers philanthropic advisory services as part of its wealth management offering. The firm helps clients design and administer charitable giving strategies, but does not operate a centralized philanthropic foundation itself. Each family may maintain its own separate foundation or donor-advised fund.
Does IMA maintain offices outside of Wichita?
IMA's headquarters are in Wichita, Kansas. Public records also reference an office in Omaha, Nebraska. No other domestic or international offices have been publicly confirmed.
What is IMA's known posture on co-investments alongside external GPs?
IMA does not co-invest directly alongside external GPs. The firm constructs portfolios using third-party managers and does not make principal co-investments (per the firm's official communications).
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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