This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$106MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$106M

Private client RAUM

$106MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$21.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

518

Individual clients

176

High net worth clients

24

SEC number

801-136712

CRD

144846

Filings on the tape

1

First filed

Aug 25, 2026

Latest filed

Aug 25, 2026

Organised

Limited Liability Company, MI

Website

imberwealth.com

• Occurred

  Jun 5, 2026
  Advisor changed firm

  Danielle Denise Douglas left Imber Financial Group, Llc for Foundations Investment Advisors Llc (registered 2026-06-11)

  Form ADVobserved 4 days ago
• Occurred

  Jul 18, 2023
  Advisor changed firm

  Chandler Maurice Groves left Imber Financial Group, Llc for Key Investment Services Llc (registered 2023-08-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9a9fbbeb-e9c7-63b6-932f-4c35de416511

First observed

Aug 25, 2026

Last observed

Aug 25, 2026 25 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.