Insights

Niche Clientele Small firm with a dedicated advisor team serving high-touch wealth management needs, presenting an opportunity to position premium advisory services and scalable back-office support to high-net-worth individuals seeking relationship-driven guidance.

Tech-Enabled Servicing Leveraging a modern tech stack (Cloudflare, WordPress, MySQL, WP Engine, Google Tag Manager, Gravity Forms) suggests readiness for digital onboarding, client portal enhancements, and data-driven advisory services to improve efficiency and client experience.

Expansion Potential Revenue range and growth signals imply capacity to scale; target alliances or additive services with firms of similar size or with complementary offerings to accelerate AUM growth and broaden service lines.

Competitive Positioning Measured against mid-sized peers, IMA Private Wealth emphasizes personalized relationships within an RIA framework, presenting a compelling value proposition for clients seeking stability and tailored financial planning.

Cross-Sell Opportunities Core services include tax and estate planning support and coordination with CPAs and attorneys, indicating strong cross-sell potential to tax, legal, and fiduciary professionals, as well as potential product diversification (e.g., tax-efficient investing, estate planning tools).

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IMA Private Wealth Tech Stack

IMA Private Wealth uses 8 technology products and services including Cloudflare, WordPress, MySQL, and more. Explore IMA Private Wealth's tech stack below.

Cloudflare
Content Management System
WordPress
Content Management System
MySQL
Database
oEmbed
Dev Tools
WP Engine
Platform As A Service
DigiCert
Ssl Certificate
Google Tag Manager
Tag Management
Gravity Forms
Web Platform Extensions

Media & News

In Q1 '25, IMA Private Wealth purchases a new stake in Chubb valued at approximately $31K.
IMA Advisory Services Inc. purchased a new stake in Chubb in the first quarter valued at approximately $31,000.
Sep 24, 2025 | www.etfdailynews.com

IMA Private Wealth's Email Address Formats

IMA Private Wealth uses at least 1 email format:

IMA Private Wealth Email Formats	Example	Percentage
First.Last@imawealth.com	John.Doe@imawealth.com	100%

Frequently Asked Questions

What is IMA Private Wealth's official website and social media links?

IMA Private Wealth's official website is imaprivatewealth.com and has social profiles on LinkedIn.

How much revenue does IMA Private Wealth generate?

As of October 2026, IMA Private Wealth's annual revenue is estimated to be $10M - $25M.

What is IMA Private Wealth's NAICS code?

IMA Private Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does IMA Private Wealth have currently?

As of October 2026, IMA Private Wealth has approximately 10 employees across 1 continents, including North America. Key team members include Owner: J. K., Vice President, Retirement Plan Manager: M. M. A. and Manager, Retirement Plan: M. M. Explore IMA Private Wealth's employee directory with LeadIQ.

What industry does IMA Private Wealth belong to?

IMA Private Wealth operates in the Financial Services industry.

What technology does IMA Private Wealth use?

IMA Private Wealth's tech stack includes Cloudflare, WordPress, MySQL, oEmbed, WP Engine, DigiCert, Google Tag Manager and Gravity Forms.

What is IMA Private Wealth's email format?

IMA Private Wealth's email format typically follows the pattern of First.Last@imawealth.com. Find more IMA Private Wealth email formats with LeadIQ.

When was IMA Private Wealth founded?

IMA Private Wealth was founded in 1999.

IMA Private Wealth

Q: How many employees does IMA Private Wealth have currently?

IMA Private Wealth has approximately 10 employees.

Q: What technology does IMA Private Wealth use?

IMA Private Wealth's tech stack includes Google Analytics, DigiCert, WordPress Block Editor, Cloudflare, MySQL.

Q: What is IMA Private Wealth's NAICS code?

IMA Private Wealth's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States2-10 Employees

IMA Private Wealth is a small private wealth advisory based in Denver, Colorado, operating in the financial services industry. The firm provides wealth management through asset consolidation, financial planning, advanced investment management, tax and estate planning support, and coordination with CPAs and attorneys.

Its approach centers on maintaining close, personal relationships with clients while leveraging the broader resources of a national registered investment advisor. The practice emphasizes integrated planning and the ongoing adaptation of tools, products, and strategies to meet evolving financial needs.