I.M.S. WEALTH MANAGEMENT, LLC

I.M.S. WEALTH MANAGEMENT, LLC of ERIE, PA is an SEC-registered investment adviser (CRD 164717). Regulatory assets under management: $38.4M.

Registration

• CRD: 164717
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164717 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search