Updated:
I.M.S. Wealth Management
I.M.S. Wealth Management is a New York-based RIA for high-net-worth families. Principals and scale are undisclosed.
I.M.S. Wealth Management
I.M.S. Wealth Management, LLC is a registered investment adviser based in New York. Its founding year is not publicly reported, and no named principals or team size are disclosed. The firm's investment strategy is not detailed in available public sources. It likely manages diversified portfolios for high-net-worth clients, but specific asset-class targets, sector preferences, or geographic footprint cannot be confirmed from public records. No recent activity or organizational changes are documented in public sources. The firm's website and LinkedIn presence are not captured, limiting further insight. The primary structural differentiator—if any—cannot be determined from available information. The firm appears to be a conventional RIA with no publicly noted special mandate, co-investment club, or notable succession structure.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Who runs investment decisions at I.M.S. Wealth Management?
No principals or investment committee members are publicly named. The firm's ownership and leadership structure are not disclosed in available records.
Where does I.M.S. Wealth Management's underlying wealth come from?
The source of wealth of clients served by the firm is not publicly documented. The firm does not disclose its client base or wealth origins.
Does I.M.S. Wealth Management operate as a single family office?
No public evidence suggests it is a single family office. It is registered as an RIA and likely serves multiple unrelated families.
What investment stages does I.M.S. Wealth Management typically target?
The firm's investment stages are not specified in public sources. As an RIA, it may focus on traditional asset-allocation strategies for high-net-worth clients.
Is I.M.S. Wealth Management related to any other financial firms?
No known affiliations with other firms are publicly documented. The firm appears to operate independently.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: