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

Img Wealth Management, Inc.

Independent wealth managerJacksonville, FloridaCRD 285966SEC 801-129719website IAPD

Latest filing Feb 16, 2026

First filing on the tape Feb 20, 2024 · 7 filings

SEC status approved since Mar 21, 2024

RAUM

$210M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$210M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$30.0M

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

7 filings and snapshots on the tape

RAUM$210M as of Feb 16, 2026

Feb 5, 2025$151M then

HNW client RAUM$81.9M as of Feb 16, 2026

Feb 5, 2025$40.4M then

State-registered IARs (5.B.3)7 as of Feb 16, 2026

Feb 5, 20257 then

Employees (5.A)7 as of Feb 16, 2026

Feb 5, 20257 then

Private funds: no history

RAUM +39% over the last fiscal yearIARs 7 to 7

Practice profile

derived from the filing of Feb 16, 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
Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM

RAUM per advisor: $30.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 101derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.8MderivedHNW RAUM over HNW clients
Average account: $154,749derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 7.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +39%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +18%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 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$128M61%
High-net-worth individuals$81.9M39%

Individual clients: 681reported
HNW clients: 29reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1,355reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0derived

Advisors registered through the firm

7 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Nick Allen EdwardsCertified Financial Planner	Jacksonville, Fl	Mar 10, 2017	23 y	2
Nathan Andrew EdwardsCertified Financial Planner, Chartered Financial Analyst	Jacksonville, Fl	Mar 14, 2017	15 y	2
Nick Martin Riscigno	Jacksonville, Fl	Mar 14, 2017	20 y	1
Philip Detlefs	Jacksonville, Fl	Oct 6, 2017	24 y	2
Michael James Steele	Jacksonville, Fl	Jan 29, 2019	15 y	1
Chad A Bunnell	Jacksonville, Fl	Oct 17, 2022	17 y	1
Nicholas Coutros	Jacksonville, Fl	May 24, 2024	13 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

Christopher Robert Morrison to Ae Wealth Management, LLC
Jan 16, 2019 · RIA to RIA
Robert Edward Horne to Ae Wealth Management, LLC
Jan 16, 2019 · RIA to RIA

Joined, latest

Chad A Bunnell from Principal Securities, Inc.
Oct 17, 2022 · Affiliated broker-dealer or bank to independent RIA
Michael James Steele from Virtue Capital Management, LLC
Jan 29, 2019 · RIA to RIA
Christopher Robert Morrison from Planmember Securities Corporation
Oct 12, 2017 · Other
Philip Detlefs from Planmember Securities Corporation
Oct 6, 2017 · Other
Robert Edward Horne from Gwn Securities Inc.
Sep 28, 2017 · Other
Nathan Andrew Edwards from Planmember Securities Corporation
Mar 14, 2017 · Other
Nick Martin Riscigno from Planmember Securities Corporation
Mar 14, 2017 · Other
Nick Allen Edwards from Planmember Securities Corporation
Mar 10, 2017 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Ae Wealth Management, LLC
Jan 16, 2019 · Jacksonville, Fl

2 joined from Planmember Securities Corporation
Sep 20, 2017 · Jacksonville, Fl
3 joined from Planmember Securities Corporation
Feb 28, 2017 · Oviedo, Fl

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Andrew Nathan Edwards · Chief Compliance Officer/Investment Advisor Representativecontrol
since 07/2021 · owns less than 5%
Allen Nick Edwards · President/Managing Member/Investment Advisor Representativecontrol
since 09/2016 · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Jacksonville, Fl · principal	7	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 25 %Change between filings · filing Feb 16, 2026
RAUM (Item 5.F) moved from $151,373,576 to $209,685,185 (+39.0%) between the annual amendments of 2025-02-05 and 2026-02-16; the peer median change was +15.0% (4551 comparable advisers, 92.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (4,551) · 92% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 1,239 to 1,355
Sep 19, 2025 to Feb 16, 2026
HNW clients · 20 to 29
Sep 19, 2025 to Feb 16, 2026
Individual clients · 672 to 681
Sep 19, 2025 to Feb 16, 2026
Discretionary RAUM · $201M to $210M
Sep 19, 2025 to Feb 16, 2026
HNW RAUM · $67.8M to $81.9M
Sep 19, 2025 to Feb 16, 2026
Individual RAUM · $133M to $128M
Sep 19, 2025 to Feb 16, 2026
RAUM · $201M to $210M
Sep 19, 2025 to Feb 16, 2026
Accounts · 1,114 to 1,239
Feb 5, 2025 to Sep 19, 2025
Advisory activities · 3 to 4
Feb 5, 2025 to Sep 19, 2025
HNW clients · 13 to 20
Feb 5, 2025 to Sep 19, 2025
Individual clients · 591 to 672
Feb 5, 2025 to Sep 19, 2025
Financial planning clients · 0 to 0
Feb 5, 2025 to Sep 19, 2025
Discretionary RAUM · $151M to $201M
Feb 5, 2025 to Sep 19, 2025
HNW RAUM · $40.4M to $67.8M
Feb 5, 2025 to Sep 19, 2025
Individual RAUM · $111M to $133M
Feb 5, 2025 to Sep 19, 2025
RAUM · $151M to $201M
Feb 5, 2025 to Sep 19, 2025
Accounts · 1,091 to 1,114
Oct 30, 2024 to Feb 5, 2025
Individual clients · 571 to 591
Oct 30, 2024 to Feb 5, 2025
Discretionary RAUM · $150M to $151M
Oct 30, 2024 to Feb 5, 2025
HNW RAUM · $46.4M to $40.4M
Oct 30, 2024 to Feb 5, 2025
Individual RAUM · $104M to $111M
Oct 30, 2024 to Feb 5, 2025
RAUM · $150M to $151M
Oct 30, 2024 to Feb 5, 2025
Accounts · 1,064 to 1,091
May 22, 2024 to Oct 30, 2024
HNW clients · 10 to 13
May 22, 2024 to Oct 30, 2024
Individual clients · 530 to 571
May 22, 2024 to Oct 30, 2024
Discretionary RAUM · $120M to $150M
May 22, 2024 to Oct 30, 2024
HNW RAUM · $30.8M to $46.4M
May 22, 2024 to Oct 30, 2024
Individual RAUM · $89.1M to $104M
May 22, 2024 to Oct 30, 2024
RAUM · $120M to $150M
May 22, 2024 to Oct 30, 2024
Advisory employees · 6 to 7
Mar 26, 2024 to May 22, 2024
BD registered reps · 2 to 3
Mar 26, 2024 to May 22, 2024
Employees · 6 to 7
Mar 26, 2024 to May 22, 2024
State-registered IARs · 6 to 7
Mar 26, 2024 to May 22, 2024

Signals

1 dated events

Img Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Feb 20, 2024 · First SEC registration · 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

Principal office phone: 904-731-9955reportedpublic record, Form ADV, Feb 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: $30.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026