IM WEALTH

IM WEALTH of ADA, MI is an SEC-registered investment adviser (CRD 338459).

Registration

• CRD: 338459
• Type: Registered investment adviser
• Location: 496 ADA DR. SE, ADA, MI, 49301
• Phone: (616) 727-8828
• Latest filing: 2026-07-14
• Clients: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338459 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search