What departments does IMA Private Wealth have?

IMA Private Wealth has employees across 2 departments including Entrepreneurship, Customer Success.

What is the largest department at IMA Private Wealth?

The largest department at IMA Private Wealth is Entrepreneurship with 1 employees.

Where are IMA Private Wealth employees located globally?

IMA Private Wealth has employees across 1 continents and 1 countries including United States Of America.

How has IMA Private Wealth's team size changed over time?

IMA Private Wealth's team has decreased from approximately 12 to 10 employees based on available data.

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IMA Private Wealth Employee Directory

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.

IMA Private Wealth Global Highlights

North America
21

United States Of America
21

IMA Private Wealth's Leadership

J. K.
Owner
Mobile Phone
Email
M. M. A.
Vice President, Retirement Plan Manager
Mobile Phone
Email
M. M.
Manager, Retirement Plan
Mobile Phone
Email
R. M.
Account Manager Ii
Mobile Phone
Email
J. L.
Retirement Plan Advisor
Mobile Phone
Email

IMA Private Wealth Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from IMA Private Wealth

Name

Title

Contact Info

Location

Last Update

J. K.
Owner
Mobile Phone
Email
Jun 03, 2026
M. M. A.
Vice President, Retirement Plan Manager
Mobile Phone
Email
Oct 16, 2024
M. M.
Manager, Retirement Plan
Mobile Phone
Email
Oct 15, 2022
R. M.
Account Manager Ii
Mobile Phone
Email
Oct 18, 2024
J. L.
Retirement Plan Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is IMA Private Wealth known for?

IMA Private Wealth was founded in 1999 operates in the Financial Services industry. Explore IMA Private Wealth's company overview page for more information.

What is IMA Private Wealth's most common email format?

IMA Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IMA Private Wealth email formats with LeadIQ.

How many employees does IMA Private Wealth have currently?

IMA Private Wealth has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are IMA Private Wealth's key employees and leadership?

As of July 2026, IMA Private Wealth's key employees include:

Owner: J. K.
Vice President, Retirement Plan Manager: M. M. A.
Manager, Retirement Plan: M. M.
Account Manager Ii: R. M.
Retirement Plan Advisor: J. L.

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IMA Private Wealth Employee Directory

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