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Im Wealth Partners: new SEC registration, $124M AUM, Blue Bell, PA
Im Wealth Partners (Blue Bell, Pennsylvania): new SEC registration, $124M AUM, Blue Bell, PA. Its amount of 124 is below the median of 134 (43rd percentile). Dated 175 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 124 · 43th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 29 related PA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Im Wealth Partners |
| Legal name | Im Wealth Partners Investment Advisors LLC |
| CRD | 307379 |
| Status | Approved |
| Registered with the SEC | 2026-05-13 |
| Latest Form ADV filing | 2026-09-04 |
| Location | Blue Bell, PA, United States |
| Regulatory AUM | $123,883,297 |
| Accounts | 74 |
| Employees | 16 |
| Website | https://www.imwealthpartners.com/ |
| amount percentile | 43th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (30 PA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (PA first): Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Fs Digital Infrastructure Advisor, LLC · Emerald Investment Advisers, LLC · Valen Private Capital, LLC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Im Wealth Partners and 30 Pennsylvania peers
- Pennsylvania NewRiaPulse records like this one: 30
- Im Wealth Partners's amount: 43rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Pennsylvania peer: $6,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $124M under management.
- Website on file.
What is the NewRiaPulse record for Im Wealth Partners in Blue Bell, Pennsylvania?
Im Wealth Partners received SEC registration as an investment adviser (2026-05-13) with $123,883,297 in regulatory assets under management, based in Blue Bell, PA.
How does Im Wealth Partners compare to other Pennsylvania NewRiaPulse records?
Its amount of 124 is below the median (43th percentile); smaller records often move faster and face less competition. It is 175 days old; check the official source for later updates before acting.
Im Wealth Partners vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Im Wealth Partners | Blue Bell, PA | 124 | 43rd | 2026-05-13 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Pennsylvania NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.