RIA Intel›Advisers›Pennsylvania›I.M.S. WEALTH MANAGEMENT, LLC

I.M.S. WEALTH MANAGEMENT, LLC

Advisory

ERIE, PA

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in PA
#1,100
of 1,528 advisers by AUM
Average account
$302K
across 127 accounts
AUM per adviser
$19M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM
$38M
Discretionary %
0%
Clients
60
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$0
Non-Discretionary AUM$38M
Discretionary %0%
Total Clients60
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

QUAKER FINANCIAL ADVISORS INC
VALLEY FORGE, PA
$38M
RONALD CURTIS LEONARD
$38M
ALLEGIANCE FINANCIAL ADVISORS, INC.
PITTSBURGH, PA
$39M
+3.2% 1Y
STAAR FINANCIAL ADVISORS INC
PITTSBURGH, PA
$38M
-6.7% 1Y
CPA INVESTMENT SOLUTIONS, LLC
YARDLEY, PA
$38M
+3.3% 1Y
STOUT WEALTH ADVISORY GROUP, LLC
MECHANICSBURG, PA
$38M

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