Ima Live, Llc
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ADV data as of Mar 06, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Albert Luis Lopez | Registered representative | CFP | Aug 2017 (9y) | |
| Erin Christine Kunz | Registered representative | Oct 2020 (6y) | ||
| John Lee Lackey | Registered representative | CFP | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗