# I.M.S. WEALTH MANAGEMENT, LLC

I.M.S. WEALTH MANAGEMENT, LLC of ERIE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 164717
- Type: SEC-registered investment adviser
- Location: 359 WEST 26TH STREET, ERIE, PA, 16508
- Phone: 814-454-1133
- Latest filing: 2026-02-17
- Regulatory AUM: $38.4M
- Non-discretionary AUM: $38.4M
- Clients: 2
- Accounts: 127

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164717/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164717/similar
- Related entities: https://search.stillhousedata.com/firm/164717/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164717

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.