# Ima Wealth Source: https://planprovider.pro/provider/ima-wealth > From its Wichita headquarters in south-central Kansas, Ima Wealth (IMA Private Wealth, also operating as IMA Wealth, Inc.) works with individuals, families,… Retirement Plan Advisor Wichita, KS ## About Ima Wealth

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.

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.

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.

Services and areas of focus include:

Website: [http://imaprivatewealth.com/](http://imaprivatewealth.com/) Founded: 1999 ## Office Locations - Wichita, KS (Headquarters) ## Services Offered - 3(21) Investment Advisor - 3(38) Investment Manager ## Client Statistics (2026) - Total Clients: 0 - Total AUM: $3.2B ## Plans Serviced (2024) Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500). | Plan|Sponsor|Assets|Participants| | PRINCIPAL EASE 401(K) PLAN|PRINCIPAL LIFE INSURANCE COMPANY, IA|$651M|161,040| | GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN|GLOBAL HEALTHCARE EXCHANGE, INC., CO|$162M|1,041| | ALLOSOURCE EMPLOYEES' RETIREMENT PLAN|ALLOSOURCE, CO|$63M|512| | HASELDEN CONSTRUCTION LLC 401(K) SAVINGS PLAN|HASELDEN CONSTRUCTION LLC, CO|$59M|337| | SAUNDERS CONSTRUCTION, INC. 401(K) PLAN|SAUNDERS CONSTRUCTION INC, CO|$53M|358| | TABLE MOUNTAIN RANCHERIA 401(K) PLAN|TABLE MOUNTAIN RANCHERIA BAND OF INDIANS, CA|$45M|1,164| | METAL-FAB INC. EMPLOYEES RETIREMENT PLAN|METAL-FAB, INC., KS|$37M|246| | QB ENERGY 401(K) PLAN|QB ENERGY MANAGEMENT, LLC, CO|$37M|221| | APPLIED CONTROL EQUIPMENT 401(K) PLAN|APPLIED CONTROL MANAGEMENT, INC., CO|$35M|228| | IMA WEALTH POOLED EMPLOYER PLAN|STANDARD RETIREMENT SERVICES, INC., OR|$35M|2,334| | CAERUS OPERATING LLC 401(K) PLAN|CAERUS OPERATING LLC, CO|$35M|311| | ENERPLUS RESOURCES (USA) CORP. 401(K) PLAN|ENERPLUS RESOURCES (USA) CORPORATION, CO|$34M|146| | MEDICAL GROUP MANAGEMENT ASSOCIATION 401(K) PLAN|MGMA-ACMPE, CO|$31M|128| | LOCAL NO. 661 RETIREMENT PLAN|TRUSTEES-IBEW 661 RETIREMENT PLAN, KS|$29M|238| | DELTA DENTAL OF COLORADO SAVINGS AND RETIREMENT PLAN|DELTA DENTAL OF COLORADO, CO|$29M|233| | LARAMAR CONSOLIDATED GROUP 401(K) PLAN|THE LARAMAR GROUP, LLC, CO|$28M|128| | DIVERSUS HEALTH, INC. 401(K) RETIREMENT PLAN|DIVERSUS HEALTH, INC., FL|$25M|373| | KOENIG & BAUER (US) INC. 401(K) AND PROFIT SHARING PLAN|KOENIG & BAUERUS INC., TX|$25M|146| | INDUS TECHNOLOGY, INC. 401(K) PLAN|INDUS TECHNOLOGY, INC., CA|$24M|472| | PINKARD CONSTRUCTION CO. EMPLOYEE PROFIT-SHARING AND 401(K) PLAN|PINKARD CONSTRUCTION CO., CO|$23M|112| Showing top 20 of 39 plans serviced in 2024. ## Other Retirement Plan Advisors in KS - [Adams Brown Wealth Consultants, LLC](https://planprovider.pro/provider/adams-brown-wealth-consultants-llc) - Great Bend, KS - [Creative Planning](https://planprovider.pro/provider/creative-planning) - Overland Park, KS - [Forvis Wealth Advisors, LLC](https://planprovider.pro/provider/forvis-wealth-advisors-llc) - Kansas City, MO - [Gentry Private Wealth](https://planprovider.pro/provider/gentry-private-wealth) - Wichita, KS - [Heritage Financial Solutions, LLC](https://planprovider.pro/provider/heritage-financial-solutions-llc) - Dodge City, KS - [IMA Retirement](https://planprovider.pro/provider/ima-retirement) - Denver, CO - [Normandy Investment Advisors](https://planprovider.pro/provider/normandy-investment-advisors) - Leawood, KS - [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE - [Agh Wealth Advisors, LLC](https://planprovider.pro/provider/agh-wealth-advisors-llc) - Wichita, KS - [Prevail Innovative Wealth Advisors, LLC](https://planprovider.pro/provider/prevail-innovative-wealth-advisors-llc) - Leawood, KS [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/ima-wealth) © 2026 PlanProvider.Pro