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- Custodian
- Broadridge · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-08-2001
- Office Locations
- 11
Office Locations
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.
Reported data analysis
What the numbers show
Between May 1, 2025 and May 19, 2026, reported AUM increased 23.6%, from $3.2B to $3.9B.
Across 5 reported observations, AUM increased 391.5% between March 31, 2022 and May 19, 2026, from $794.5M to $3.9B.
Of the latest reported AUM, 85.7% is discretionary and 14.3% is non-discretionary.
The firm reports 40 advisory representatives and 771 clients, or 19.3 clients per representative. That equates to $5.1M in reported AUM per client.
The profile lists 11 reported office locations and 25 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
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- Fund Managers
- Investment Themes
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The full IMA Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AKASHA NGINA ABSHER
EXECUTIVE VICE PRESIDENT
- CRD
- #4675577
- Ownership
- Less than 5%
Michael Shane Gregg
Advisor, President
- CRD
- #4790581
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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John David Alvarez
--
- CRD
- #7097317
Paige Maria Bouma
Associate
- CRD
- #7185250
Showing 2 of 47 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
IMA Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
IMA Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.