CRD: 164717
I.m.s. Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-09-2012
- Office Locations
- 1
Office Locations
About I.m.s. Wealth Management, LLC
I.M.S. Wealth Management, LLC is an Erie, PA advisory firm providing personalized financial services for individuals and businesses, including one-on-one individual planning and corporate planning to navigate changing rules and regulations. The team focuses on clear, ongoing communication to simplify investing decisions. Investment implementation commonly uses public funds and ETFs, with custody support including Trade-PMR.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 60 clients, or 30 clients per representative. That equates to $639.6K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full I.m.s. Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY JOSEPH PRESOGNA
Chief Compliance Officer, Chief Financial Officer, MANAGING PRINCIPAL, President
- CRD
- #4488078
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM ERIC JOHNSON
Senior Vice President
- CRD
- #1000566
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $38,375,120 | -- |
| Total | $38,375,120 | -- |
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Separately Managed Accounts
SMA allocation detail is available
I.m.s. Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.