Ima Wealth

About Ima Wealth

<p>From its Wichita headquarters in south-central Kansas, Ima Wealth (IMA Private Wealth, also operating as IMA Wealth, Inc.) works with individuals, families, and business owners across the U.S. The firm is a registered investment advisor and a wholly owned subsidiary of The IMA Financial Group.</p> <p>Founded in 1999, Ima Wealth manages $3.2B in assets (2026) and has offices in the Wichita area and in Denver, serving clients across the Front Range and beyond. Its work includes wealth management, financial planning, investment management, and insurance management, with support around tax and estate planning coordination.</p> <p>For retirement plan sponsors, Ima Wealth provides ERISA fiduciary support as a 3(21) co-fiduciary and a 3(38) investment manager. A key differentiator is its ability to pair retirement plan fiduciary services with broader planning and insurance management under the same advisory team.</p> <p>Services and areas of focus include:</p> <ul> <li>ERISA 3(21) fiduciary investment advice for plan sponsors</li> <li>ERISA 3(38) discretionary investment management</li> <li>Financial planning for individuals and business owners</li> <li>Investment management and portfolio oversight</li> <li>Insurance management, including life, income, and asset protection</li> </ul>

Website: http://imaprivatewealth.com/

Founded: 1999