Ima Wealth, Inc.
IMA Wealth, Inc. is an independent investment advisory and broker-dealer firm headquartered in Wichita, Kansas, United States, with additional offices. Founded in 1999, it specializes in fiduciary support services under ERISA Section 3(21) and 3(38) for qualified and non-qualified retirement plans, as well as discretionary wealth management for individuals, families, and businesses. The firm is part of the broader IMA Financial Group and is recognized for its expertise in retirement plan advisory and wealth management. Employee count is reported as under 25.
Investment Strategy
IMA Wealth focuses on comprehensive wealth management and retirement plan solutions, providing discretionary asset management, fiduciary support under ERISA, and personalized financial advisory services tailored to both qualified and non-qualified retirement plans. The firm emphasizes long-term financial planning and holistic client service, leveraging a data-driven and integrity-centered approach for individuals, families, and businesses.
Top Holdings
Equity Positions (549)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | Schwab US Dividend Equity ETF | 8.26% | $77.1M | 2,908,929 | $27.35 | $26.50 | -$3.5M |
V VV | VANGUARD LARGE CAP | 6.77% | $63.1M | 222,243 | $268.35 | $285.30 | +$9.8M |
S SUSA | ISHARES MSCI USA ESG SELECT ETF | 6.49% | $60.5M | 477,637 | $115.07 | $126.75 | +$6.6M |
D DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 5.83% | $54.4M | 731,391 | $64.62 | $74.44 | +$3.7M |
D DSI | ISHARES TR KLD 400 SOCIAL INDEX FD | 4.98% | $46.5M | 402,011 | $110.25 | $116.16 | +$4.0M |