# IMZ Advisory

IMZ Advisory is a Bank / Wealth / Trust based in Boca Raton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** www.imzfinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/imz-financial-services-inc

## Regulatory record

- **CRD number:** 314890
- **SEC file number:** 801-122106
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314890

## About

Founded in 2021, IMZ Advisory was established in Boca Raton, Florida, as a registered investment advisor serving individuals, high-net-worth families, trusts, and corporate clients. The firm operates at the intersection of financial planning and discretionary wealth management, a model that emphasizes retirement-income structuring and tax-aware portfolio construction alongside core asset management. The wealth origin of its founding principals is not publicly disclosed. IMZ Advisory constructs individually managed accounts and does not appear to sponsor proprietary funds, commingled vehicles, or private-market direct deals. The practice covers standard wealth-management terrain: asset allocation modeling, cash-flow planning, and risk-profile calibration. Geographic coverage concentrates on the South Florida market, with client relationships extending across the broader US. IMZ Advisory operates from a single location in Boca Raton. The firm is structured as a boutique advisory practice without disclosed adjacent vehicles, operating-company relationships, or charitable foundations. As of the latest available records, the firm has not publicly announced recent fund closes, leadership transitions, or strategic pivots. Structurally, IMZ Advisory differs from larger multi-family offices and private banks in its lean, planning-led architecture. It functions as a fiduciary RIA without an in-house alternatives platform, institutional co-investment capabilities, or a multi-generational family-office service stack, making it a direct, unlayered wealth-management provider for its client base.

## Questions

### Does IMZ Advisory participate in direct deals or fund commitments?

Based on its profile as a registered investment advisor focused on financial planning and wealth management, IMZ Advisory does not appear to participate in direct private-company deals, venture capital, or private equity fund commitments. Its investment activity is concentrated in publicly traded markets.

### What is IMZ Advisory's geographic reach?

IMZ Advisory is headquartered in Boca Raton, Florida, and its client base is concentrated in the United States. The firm's single-office structure and boutique scale suggest a primary focus on the South Florida market, with service extended to clients elsewhere in the US on a planning-centric basis.

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Last updated: 2026-08-11T02:43:31.692Z

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