DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Imber Financial Group, LLC

Independent wealth managerAnn Arbor, MichiganCRD 144846SEC 801-136712websiteIAPD
Latest filing Aug 25, 2026
First filing on the tape Aug 25, 2026 · 1 filings
SEC status approved since Aug 7, 2026
RAUM
$106M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$106M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$21.2M
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
1 filings and snapshots on the tape
RAUM: $106M
HNW client RAUM: $51.8M
State-registered IARs (5.B.3): 4
Employees (5.A): 8
Private funds: no history
Practice profile
derived from the filing of Aug 25, 2026; every figure names its basis
Archetypes, each a printed rule
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$21.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
40derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.2MderivedHNW RAUM over HNW clients
Average account
$204,708derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.6derivedItem 5.A over advisors
Advisors per office
5.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$54.3M51%
  • High-net-worth individuals$51.8M49%
Individual clients
176reported
HNW clients
24reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
518reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jonathan Michael ImberAnn Arbor, MiJun 12, 202412 y1
Jeffrey Alan ImberAnn Arbor, MiAug 7, 202422 y2
Michael DoyleAnn Arbor, MiNov 3, 202510 y0
Adam William SchnepfAnn Arbor, MiApr 2, 202610 y0
Milo BonellCertified Financial PlannerAnn Arbor, MiAug 25, 202614 y0
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 20% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Ann Arbor, Mi · principal531
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
2 dated events
  • Danielle Denise Douglas left Imber Financial Group, Llc for Foundations Investment Advisors Llc (registered 2026-06-11)
    Jun 5, 2026 · Advisor changed firm · fact
  • Chandler Maurice Groves left Imber Financial Group, Llc for Key Investment Services Llc (registered 2023-08-20)
    Jul 18, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business email
office@imberwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone
734-550-0300reportedpublished by the firm, firm site, Sep 16, 2026
Business phone
734-769-1719reportedpublished by the firm, firm site, Sep 16, 2026
Firm profile
linkedin.com/company/imber-wealth-advisors-llcreportedpublic record, Form ADV, Sep 17, 2026
Website
imberwealth.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
734-769-1719reportedpublic record, Form ADV, Aug 25, 2026
Team page
imberwealth.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$21.2Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026