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.
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SEC-registered adviser
I• W••••• P•••••••
Legal name I• W••••• P••••••• I••••••••• A••••••• L••
Latest filing Sep 4, 2026
First filing on the tape May 5, 2026 · 2 filings
SEC status 120-day approval since May 13, 2026
RAUM
$124M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$124M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$13.8M
derived; firm RAUM over IAPD count
Employees
16
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$124M as of Sep 4, 2026
May 5, 2026$0 then
HNW client RAUM$124M as of Sep 4, 2026
May 5, 2026$0 then
State-registered IARs (5.B.3)8 as of Sep 4, 2026
May 5, 20268 then
Employees (5.A)16 as of Sep 4, 2026
May 5, 202616 then
Private funds: no history
Practice profile
derived from the filing of Sep 4, 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
- $13.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.3MderivedHNW RAUM over HNW clients
- Average account
- $1.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 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, hourly, 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$124M100%
- Individual clients
- n/areported
- HNW clients
- 17reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 74reported
- 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= related_bank= bd_reps=8.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
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
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••••••• A•••• J••• · Chief Compliance Officersince 02/2025 · owns less than 5%
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 |
|---|---|---|---|---|---|
| Blue Bell, Pa · principal | 9 | 9 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 0 to 74May 5, 2026 to Sep 4, 2026
- Charity clients · 0.0 to unsetMay 5, 2026 to Sep 4, 2026
- Corporate clients · 0.0 to unsetMay 5, 2026 to Sep 4, 2026
- HNW clients · 0 to 17May 5, 2026 to Sep 4, 2026
- Individual clients · 0.0 to unsetMay 5, 2026 to Sep 4, 2026
- Pension plan clients · 0.0 to unsetMay 5, 2026 to Sep 4, 2026
- Pooled vehicle clients · 0.0 to unsetMay 5, 2026 to Sep 4, 2026
- Financial planning clients · 0 to 0May 5, 2026 to Sep 4, 2026
- Discretionary RAUM · $0 to $124MMay 5, 2026 to Sep 4, 2026
- HNW RAUM · $0 to $124MMay 5, 2026 to Sep 4, 2026
- Individual RAUM · 0.0 to unsetMay 5, 2026 to Sep 4, 2026
- Pension RAUM · 0.0 to unsetMay 5, 2026 to Sep 4, 2026
- Pooled vehicle RAUM · 0.0 to unsetMay 5, 2026 to Sep 4, 2026
- RAUM · $0 to $124MMay 5, 2026 to Sep 4, 2026
- Related adviser · false to unsetMay 5, 2026 to Sep 4, 2026
- Related bank · false to unsetMay 5, 2026 to Sep 4, 2026
- Related broker-dealer · false to unsetMay 5, 2026 to Sep 4, 2026
- Related insurance company · false to unsetMay 5, 2026 to Sep 4, 2026
- Succession · false to unsetMay 5, 2026 to Sep 4, 2026
Signals
No event on the tape.
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
- c••••••@i•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 610-650-1848reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 888-980-6768reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/im-wealth-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- i•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 610-650-1848reportedpublic record, Form ADV, Sep 4, 2026
- Contact form
- i•••••••••.comreportedpublished 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
- $13.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026