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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital horizon
- Established Date
- 03-10-2017
- Office Locations
- 1
Office Locations
About IMG Wealth Management, Inc.
IMG Wealth Management is an independent Jacksonville, FL wealth manager focused on retirement planning. The team uses a five-step process covering retirement income, ongoing wealth management, IRA legacy planning, IRA/401(k) rollovers, asset protection, and tax-efficient strategies, tailoring portfolios across a broad range of investment approaches. Custodied with Charles Schwab and supports client education with tools like its market corrections guide.
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Owner & Executives
Nick Allen Edwards
Certified Financial Planner, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, President
- CRD
- #4451511
- Ownership
- 75% or more
NATHAN ANDREW EDWARDS
Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5219718
- Ownership
- Less than 5%
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CHAD A BUNNELL
--
- CRD
- #5557329
Nicholas Coutros
Associate Advisor
- CRD
- #7554012
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- CRD
- #73371
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,685,185 | $154,749 |
| Non-Discretionary | $0 | -- |
| Total | $209,685,185 | $154,749 |
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Separately Managed Accounts
Total SMA Asset: $209,685,185
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $356,549,364 | 26.8% |
| Equity - Exchange | $312,645,897 | 23.5% |
| Other | $412,426,503 | 31.0% |
| Cash | $123,727,951 | 9.3% |
| U.S. Government/Agency | $125,058,359 | 9.4% |
| Total | $1,330,408,074 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON QUANTUM | FUSION RADIAL | XHH39T26H | OKZY | 0.97% | $67,344,061 |
| NORTH GLACIER HARBOR | LEGACY HORIZON | UEULDHJ5G | OFE | 12.15% | $103,375,874 |
| CATALYST EMBER | VERTEX INSIGHT | Z8HNAUSDD | FZD | 5.87% | $100,884,857 |
| FOCUS SUMMIT | PRIME HORIZON | 3ECA5VNU8 | YRSD | 5.86% | $101,571,969 |
| VERTEX LEGACY | SIGNAL WAVE | ZBHAOSOQH | PDSB | 4.91% | $75,765,880 |
| QUANTUM FUSION OPTIMA | OAK ALPHA | BDOC70S13 | XVKWA | 11.56% | $60,189,910 |
| ELEMENT PEAK | FUSION ZENITH | 2H2QRURIX | RFE | 5.88% | $23,438,156 |
| FOUNDATION MATRIX VITAL | PIONEER PRIME | H6S6QEKHD | QTSRA | 10.19% | $50,344,961 |