IMG WEALTH MANAGEMENT, INC.
CRD #285966 SEC #801-129719 JACKSONVILLE, FL 904-731-9955
SEC Registered
Total AUM
$201.2M
Discretionary
$201.2M
Employees
7
Clients
0
Accounts
1,239
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $201.2M | $201.2M | $0 | 7 | 0 |
| Feb 2025 | $151.4M | $151.4M | $0 | 7 | 0 |
| Oct 2024 | $150.3M | $150.3M | $0 | 7 | 0 |
| May 2024 | $119.9M | $119.9M | $0 | 7 | 0 |
| Mar 2024 | $119.9M | $119.9M | $0 | 6 | 0 |
| Feb 2024 | $119.9M | $119.9M | $0 | 6 | 0 |
DateSep 2025
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees6
Clients0