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Ceo/managing Member · IM Wealth Partners

Ian B. Meierdiercks

CRD 3205009 · Named on Form ADV at one SEC-registered adviser

At a glance

IM Wealth Partners, an SEC-registered wealth manager based in Blue Bell, PA with $124 million in regulatory assets, lists Ian B. Meierdiercks on its Form ADV as Ceo/managing Member, a control person.

Firms and roles

  • IM Wealth PartnersCeo/managing MemberWealth manager · Blue Bell, PA · $124M in regulatory assets

AtlasMembers

Ian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.