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I.M.S. Wealth Management
I.M.S. Wealth Management, LLC is an SEC-registered investment adviser in Erie, PA. The firm manages approximately $38 million in regulatory assets.
I.M.S. Wealth Management
I.M.S. Wealth Management, LLC is an SEC-registered investment adviser in Erie, PA. The firm manages approximately $38 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Erie
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.
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