IM Wealth Care

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

8490 E Crescent Pkwy Ste 110, Greenwood ...

Phone Number

(303) 534-9328

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About IM Wealth Care

I.M. Wealth Care, LLC, is uniquely positioned to help you keep your promises to yourself and those for whom you care deeply. So, you ask, what makes us unique? Our team includes you, your CPA, your attorney and your financial advisor at I.M. Wealth Care. This approach to your financial plan provides breadth and depth to your plan, including tax efficiencies. And let's face it, taxes are likely your single largest expense. A discovery meeting with one of our financial advisors begins our process to summarize your goals, understand your current financial commitments and the plan you have in place. We discuss the probablility of meeting your goals under your current plan, and how we might join together to change the course for a more predictable outcome. Please contact us at 303-534-9328 to speak with one of our advisors about the opportunity to help you fulfill your promises.Explore more
IM Wealth Care's Social MediaPopular SearchesIm Wealth Care LLCWealth Care LLCIm WealthcareM Wealth CareM Wealth Care LLCSIC Code 62,628NAICS Code 52,523Show more

IM Wealth Care Org Chart

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JR
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IM Wealth Care

<$5M
1-10
Private
-
2004
JR
Jasmine RathelAdministrative Assistant
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
CK
Carolyn KlingerManager, Human Resources
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

IM Wealth Care is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

IM Wealth Care is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IM Wealth Care.

IM Wealth Care Tech Stack

A closer look at the technologies used by IM Wealth Care

IM Wealth Care News & Media

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Frequently Asked Questions Regarding IM Wealth Care

What is IM Wealth Care's official website?
IM Wealth Care's official website is www.imwealthcare.com
What is IM Wealth Care's Revenue?
IM Wealth Care's revenue is <$5 Million
What is IM Wealth Care's SIC code?
IM Wealth Care's SIC: 62,628
What is IM Wealth Care's NAICS code?
IM Wealth Care's NAICS: 52,523
How many employees does IM Wealth Care have?
IM Wealth Care has 1-10 employees
What industry does IM Wealth Care belong to?
IM Wealth Care is in the industry of: Finance, Securities Trading
What is IM Wealth Care competition?
IM Wealth Care top competitors include: Waterford Advisors, Premier Wealth Advisors, Focus Financial Network, Waterstone Private Wealth Management
What companies has IM Wealth Care acquired?
IM Wealth Care has acquired the companies: Ceponis Financial Group, Botsford Financial Group, Union Financial Advisors, Tedstrom Wealth
What technology does IM Wealth Care use?
Some of the popular technologies that IM Wealth Care uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Mimecast
How do I contact IM Wealth Care?
IM Wealth Care contact info: Phone number: (303) 534-9328 Website: www.imwealthcare.com
What does IM Wealth Care do?

I.M. Wealth Care, LLC, is uniquely positioned to help you keep your promises to yourself and those for whom you care deeply. So, you ask, what makes us unique? Our team includes you, your CPA, your attorney and your financial advisor at I.M. Wealth Care. This approach to your financial plan provides breadth and depth to your plan, including tax eff... iciencies. And let's face it, taxes are likely your single largest expense. A discovery meeting with one of our financial advisors begins our process to summarize your goals, understand your current financial commitments and the plan you have in place. We discuss the probablility of meeting your goals under your current plan, and how we might join together to change the course for a more predictable outcome. Please contact us at 303-534-9328 to speak with one of our advisors about the opportunity to help you fulfill your promises.Read More

What are IM Wealth Care social media links?
IM Wealth Care Linkedin page
Is IM Wealth Care a public company?
IM Wealth Care is private company therefore does not currently have an official ticker symbol
See more information about IM Wealth Care

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