Im Wealth Partners Investment Advisors Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 307379
· SEC file 801-135875
· Blue Bell, PA
· www.imwealthpartners.com
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ADV data as of Sep 04, 2026
- Regulatory AUM
- $124M
- Discretionary
- $124M
- Clients
- 17
- Avg AUM / client
- $7.3M
- Accounts
- 74
- Employees
- 16
AUM over time
$0
$124M
Mar 17, 2026
Sep 4, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | 17 | $124M | 100.0% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
| Other | Fewer than 5 clients | — | — |
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: Sep 04, 2026.
View current Form ADV (SEC/IAPD) ↗