IMA Private Wealth Employee Directory

Financial ServicesColorado, United States11-50 Employees

At IMA Private Wealth, we are dedicated to ensuring your financial peace of mind. We offer an advisor team deeply committed to close, personal client relationships while providing the full-service capabilities and industry-leading resources of a national Registered Investment Advisor (RIA) firm.

We specialize in wealth management services, including asset consolidation, financial planning, advanced investment management techniques, tax and estate planning support, and coordination with other professionals who are integral to your family’s financial well-being, such as CPAs and attorneys.

Our commitment to you is grounded in stable, trusting relationships between clients and advisors and empowered by tools, products, and strategies that evolve with the times. We are proud to say that our clients trust us to “do the right thing” for their families’ financial future.

Find IMA Private Wealth employees' phone numbers or email addresses

IMA Private Wealth Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

IMA Private Wealth's Leadership

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    M. H.
    Executive Vice President, Chief Creative Officer
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    J. K.
    Owner
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    J. E.
    Vice President, Retirement Plan Manager
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    M. M. A.
    Vice President, Retirement Plan Manager
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    S. P.
    Senior Vice President
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    R. H.
    Market Leader, Advisor And Portfolio Manager
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    R. L. M.
    Client Relationship Manager
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    J. K.
    Portfolio Manager And Financial Advisor
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Contact profiles from IMA Private Wealth

Name
Title
Contact Info
Location
Last Update
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    L. B.
    Medicare Advisory Specialist
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    United StatesTexas
    Aug 08, 2025
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    P. T.
    Client Services Representative
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    United StatesKansas
    Sep 09, 2025
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    N. B.
    Client Services Rep
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    United StatesKansas
    Aug 10, 2025
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    J. L.
    Retirement Plan Advisor
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    Oct 22, 2024

Frequently Asked Questions

What is IMA Private Wealth known for?

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IMA Private Wealth was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 1705 17th Street, Suite 100. Explore IMA Private Wealth's company overview page for more information.

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

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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?

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IMA Private Wealth has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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As of December 2025, IMA Private Wealth's key employees include:

  • Executive Vice President, Chief Creative Officer: M. H.
  • Owner: J. K.
  • Vice President, Retirement Plan Manager: J. E.
  • Vice President, Retirement Plan Manager: M. M. A.
  • Senior Vice President: S. P.

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