# IMA Advisory Services

IMA Advisory Services is a Multi Family Office based in Denver, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Wichita, KS, United States
- **Founded:** 1996
- **Assets under management:** $20 billion (Altss estimate)
- **Website:** imacorp.com

## Regulatory record

- **CRD number:** 112091
- **SEC file number:** 801-79108
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112091

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Investment Advisory

## People

- D. Scott Wetzel — CEO
- Brett E. Mosiman — President

## 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).

### 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).

### 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).

## Related profiles

- [Kobata Financial](https://altss.com/profile/kobata-financial)
- [DePrince, Race & Zollo](https://altss.com/profile/deprince-race-and-zollo-inc)

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Last updated: 2026-07-06T01:24:18.586Z

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