$3.9B Total AUM
$3.3B Disc. AUM
-- 3Y CAGR
50 Employees
771 ADV. Clients
24 yrs Firm Age
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- Custodian
- Broadridge · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Capital eagleZenith ridge +more
- Established Date
- 08-08-2001
- Office Locations
- 11
Office Locations
14221 Dallas Parkway Suite 700 Dallas TX
1705 17th Street Suite 100 Denver CO
3475 E. Foothill Blvd Pasadena CA
About IMA Wealth
IMA Private Wealth provides comprehensive wealth management for individuals and families, combining financial planning with advanced investment management, protection planning, and tax and estate planning support. The team coordinates with a client’s other professionals (e.g., CPAs and attorneys) and emphasizes clear, accessible communication. A notable differentiator is an employee ownership opportunity for all associates, supported by IMA’s nationwide resources.
Team overview
45 AVG AGE
$97.6M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
3.6 yrs AVG TENURE
50 Employees
40 Advisory Reps
40 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Capital Quantum Delta wave Optima Atlas Eagle north Meridian Wave
Client Personas
Catalyst Glacier Insight element
CRM
Alpha
Custodian
North Peak legacy Oak radial Delta Optima crest Crest Ridge Capital delta Vertex eagle Atlas Crest focus
Investment Themes
Oak Focus Delta
Investment Vehicles
Ember Vector focus
Platform
Optima quantum Unison
Services
Ember Unison Wave optima Glacier pioneer Meridian timber Vital pathway Zenith Pioneer Frontier Vertex Focus focus Foundation
Technology
Summit zenith Prime fusion Atlas beacon Fusion
Owner & Executives
AKASHA NGINA ABSHER
EXECUTIVE VICE PRESIDENT
- CRD
- #4675577
- Ownership
- Less than 5%
(809) 711-3528
atlas.timber@elementcapital.com
in linkedin.com/in/harbor-unison
M
Michael Shane Gregg
Advisor, President
- CRD
- #4790581
- Ownership
- Less than 5%
(242) 699-7879
eagle.insight@oakcapital.com
in linkedin.com/in/meridian-matrix
O
Optima pioneer
Vector ember
- CRD
- #52092
- Ownership
- 4.5%
(921) 580-3946
unison.vertex@valuecapital.com
in linkedin.com/in/signal-delta
Showing 2 of 8 owners & executives
Unlock allContacts
John David Alvarez
--
- CRD
- #7097317
(320) 381-3158
focus.peak@signalcapital.com
in linkedin.com/in/north-wave
P
Paige Maria Bouma
Associate
- CRD
- #7185250
(427) 389-5256
focus.eagle@vectorcapital.com
in linkedin.com/in/unison-north
W
Wave signal
Prime pathway
- CRD
- #22588
(428) 444-1826
glacier.fusion@elementcapital.com
in linkedin.com/in/element-value
Showing 2 of 45 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,347,598,929 | $2,871,011 |
| Non-Discretionary | $557,197,021 | $22,287,881 |
| Total | $3,904,795,950 | $3,278,586 |
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Separately Managed Accounts
Total SMA Asset: $3,904,795,950
Public Funds:
14.0% Equity - Exchange:
19.6% Private Funds:
8.8% Cash:
29.6% U.S. Government/Agency:
19.9% Corporate - Investment Grade:
8.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $817,230,826 | 14.0% |
| Equity - Exchange | $1,144,123,156 | 19.6% |
| Private Funds | $513,687,948 | 8.8% |
| Cash | $1,727,859,460 | 29.6% |
| U.S. Government/Agency | $1,161,635,245 | 19.9% |
| Corporate - Investment Grade | $472,826,406 | 8.1% |
| Total | $5,837,363,041 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER PIONEER ELEMENT | CREST EAGLE | O1WCQV62J | WVG | 9.83% | $4,987,981 |
| VECTOR EMBER MOMENTUM | MERIDIAN GLACIER | M8ZIIGNTV | YLOO | 10.48% | $47,720,208 |
| MOMENTUM MOMENTUM VERTEX | NORTH MOMENTUM | 0MMKVM9V8 | DXMBZ | 3.59% | $88,691,667 |
| RADIAL FOUNDATION | UNISON VALUE | 5PA3CJ5LP | YHDMJ | 1.77% | $106,200,272 |
| ALPHA VERTEX | UNISON PEAK | 3O5B3YFMF | KNA | 10.90% | $53,102,261 |
| PEAK VERTEX | GLACIER UNISON | DX7S3M154 | STU | 7.77% | $37,657,615 |
| VITAL OAK HARBOR | UNISON FRONTIER | S0RBC2HW2 | DQDQ | 9.93% | $23,214,039 |
| MOMENTUM LEGACY ZENITH | FOUNDATION VERTEX | F8C8RSPI8 | OBJ | 4.06% | $102,838,144 |