Ima Wealth, Inc
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About this Advisor
Allison Wright is a certified financial planner who works out of Dallas, Texas, who has been in the advisory business for 11 years. Wright currently works for Ima Wealth, Inc. Their career trajectory has included roles at Bkd Wealth Advisors, Bkd, Llp and Truenorth Inc. Wright maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Colorado, Kansas and Texas. Ima Wealth, Inc is a business headquartered in Dallas, Texas. The company has offices in two locations and a total of 19 advisors. It administers $471 million in assets under management among its 329 customer accounts, making it one of the bigger firms in the country by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 329 customer accounts, 29% are associated with high-net-worth investors who have at least $1 million in investable assets. Ima Wealth, Inc has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors depend on the type of financial services offered. However, fee types charged by Ima Wealth, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Ima Wealth, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Allison Wright Work History
Allison has 11 years of experience.
Bkd Wealth Advisors
Bkd Wealth Advisors
Allison Wright has no disclosures.
Please visit their SEC profile for more details.