Im Wealth Partners

CRD 307379 · Blue Bell, PA

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 307379
SEC number: 801-135875
Firm type: RIA
Assets under management: Not yet retrieved from the source record
Website: www.imwealthpartners.com ↗
Phone: 610-650-1848
Address: 3 Valley Square, Blue Bell, PA, 19422

Advisors at this firm

8 in our index · page 1 of 1

Evan BolingCRD 7373997 · Blue Bell, PA

IA RegisteredBroker
Vincent S CaponeCRD 7406020 · Blue Bell, PA

IA RegisteredBroker
Stephen Michael FerenceCRD 5707868 · Blue Bell, PA

IA RegisteredBroker
Ian Blane MeierdiercksCRD 3205009 · Blue Bell, PA

IA RegisteredBroker

Disclosure event(s) on record
Paul Terence MillerCRD 7154652 · Blue Bell, PA

IA RegisteredBroker
John F PorreccaCRD 4489057 · Blue Bell, PA

IA RegisteredBroker
Alex PiconeCRD 6832747 · Blue Bell, PA

IA RegisteredBroker
Jonathan Anthony ZergesCRD 5336607 · Blue Bell, PA

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 307379 ↗ FINRA BrokerCheck record for firm CRD 307379 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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