Im Wealth Partners Investment Advisors Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 307379
· SEC file 801-135875
· Blue Bell, PA
· www.linkedin.com
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ADV data as of May 05, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 16
AUM over time
$0
$0
Dec 2025
May 2026
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 0 | $0 | — |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
| Other | 0 | $0 | — |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ian Blane Meierdiercks | Registered representative | May 2026 (0y) | ||
| Alex Picone | Registered representative | Jun 2026 (0y) | ||
| Evan Boling | Registered representative | CFP | Jun 2026 (0y) | |
| Jonathan Anthony Zerges | Registered representative | Jun 2026 (0y) | ||
| Paul Terence Miller | Registered representative | Jun 2026 (0y) | ||
| Stephen Michael Ference | Registered representative | Jun 2026 (0y) | ||
| Vincent S Capone | Registered representative | Jun 2026 (0y) | ||
| John F Porrecca | Registered representative | Jun 2026 (0y) |
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) | 05/05/2026 | 993 KB | 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
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: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗