Img Wealth Management, Inc.
- Regulatory AUM
- $210M
- Discretionary
- $210M
- Clients
- 710
- Avg AUM / client
- $295K
- Accounts
- 1,355
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Feb 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 681 | $128M | 60.9% |
| High net worth individuals | 29 | $81.9M | 39.1% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nick Allen Edwards | President/Managing Member/Investment Advisor Representative | CFP | Sep 2016 (10y) | 75% or more |
| Nathan Andrew Edwards | Chief Compliance Officer/Investment Advisor Representative | CFP CFA | Mar 2017 (9y) | Less than 5% |
| Nick Martin Riscigno | Registered representative | Mar 2017 (9y) | ||
| Philip Detlefs | Registered representative | Oct 2017 (9y) | ||
| Michael James Steele | Registered representative | Jan 2019 (8y) | ||
| Chad A Bunnell | Registered representative | Oct 2022 (4y) | ||
| Nicholas Coutros | Registered representative | May 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/16/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $193M (92% of AUM) Feb 2026
- The Lincoln National Life Insurance Company $16.8M (8% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 16, 2026.
View current Form ADV (SEC/IAPD) ↗