Ima Wealth, Inc. is a large advisory firm based in Wichita. It manages $443.05 million of regulatory assets for 318 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Colorado, Kansas, and 3 other states.
Ima Wealth provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Ima Wealth: assets under management
The assets under management (AUM) of Ima Wealth, Inc. is $443.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $443.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.39 million each.
Investments
The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 8% of the firm’s portfolio. Investments in state and local bonds form 2% of the total invested assets.
