IM Wealth Partners
Investment Management • 
Plymouth, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 2 Apollo Road, Suite 110, Blue Bell, PA 19422, US |
| Phone number | +16106501848 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Employees | 11-20 |
| Socials |
Key Contact at IM Wealth Partners
Ian Meierdiercks
Founder & Chief Planner
IM Wealth Partners Email Formats
IM Wealth Partners uses 3 email formats. The most common is {first initial} (e.g., j@imwealthpartners.com), used 58.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@imwealthpartners.com | 58.8% |
{first name}{last name} | johndoe@imwealthpartners.com | 23.5% |
{first initial}{last name} | jdoe@imwealthpartners.com | 17.6% |
About IM Wealth Partners
IM Wealth Partners was founded in 2003 by Ian Meierdiercks, Chief Planner. As an independent financial advisory firm, IM Wealth Partners’ mission is to empower clients with an experienced team to help navigate and execute life, family, and business aspirations. At IM Wealth Partners, we believe that financial growth is obtained through good old fashioned hard work, unprecedented perseverance, and an uncompromising passion for doing the right thing. We know there are no shortcuts to reaching financial success, which is why we are committed to providing our clients with the unbiased and objective advice they deserve. IM Wealth Partners works in conjunction with our clients’ existing advisory team. Our proven process helps identify, understand, and navigate the financial complexities clients face, whether an individual, family, or owner/shareholder of a closely-held business. We pride ourselves on creating a simple, enjoyable experience to help our clients achieve their goals. When it comes to mapping out our clients’ financial future, we take a holistic approach to planning. We are with our clients every step of the way, providing key knowledge, personal care, and innovative solutions. Our team deeply understands the challenges associated with protecting and preserving wealth, operating a closely-held business, and provides solutions to solve the problems that are important to you personally and as a family. __________ Investing involves risk, including the possible loss of principal invested. Neither Ian Meierdiercks nor IM Wealth Partners make any guarantees or claims to provide legal, mortgage, accounting or tax-preparation advice. You should consult your tax and legal advisors for your specific situation. Securities offered through StoneX Securities Inc. member FINRA/SIPC. Advisory Service offered through StoneX Advisors, Inc.
IM Wealth Partners revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
IM Wealth Partners has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
IM Wealth Partners has never raised funding before.
IM Wealth Partners Tech Stack
Discover the technologies and tools that power IM Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
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Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Ireland
Czechia
Netherlands
United Kingdom
Frequently asked questions
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