IM WEALTH PARTNERS of BLUE BELL, PA is an SEC-registered investment adviser (CRD 307379). Regulatory assets under management: $123.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Andy John Armstrong | CHIEF COMPLIANCE OFFICER | — |
| Ian Blane Meierdiercks | CEO; CEO/MANAGING MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2018-02-01 | regulatory | MR. MEIERDIERCKS PURCHASED AND SOLD IPO SECURITIES IN A PERSONAL BROKERAGE ACCOUNT. | Final | $8K |