Imber Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$106,038,540
Total clients
200
12% high-net worth
Total advisors
4
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
50
Average account size
$530,193
About
Imber Wealth Advisors serves individual and high-net-worth clients as well as charitable organizations and employer-sponsored plan participants, providing discretionary portfolio management, financial planning, and access to third‑party investment managers. Portfolio management is delivered through institutional platforms (including AE Wealth Management and AssetMark) and may include referrals to outside money managers when appropriate.
The firm documents client objectives and risk tolerance in an Investment Policy Statement, seeks discretionary authority to implement long- and short‑term trading strategies, and uses fundamental analysis and modern portfolio theory to construct and monitor portfolios with at least annual reviews. Imber also allocates among sub‑advisers and outside managers, and implements client accounts on custodial platforms that support fee billing and third‑party manager solutions.
Notable features relative to peers include a modestly sized team overseeing roughly $106 million in assets and a practice with no account minimums, a wide fixed‑fee range for standalone financial plans (up to $15,000), and an explicit program for managing sponsored plan participant accounts. The firm is owned by a family trust, participates in institutional custody programs (with associated broker benefits), and its advisers also hold insurance licenses and may offer commissionable products, arrangements the brochure identifies as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
Financial planning fees negotiated between $500 and $15,000
$0+: 0.5% annually (minimum) +: up to 1.5% annually (maximum)
Main office location
Imber Wealth Advisors
955 W Eisenhower Cir, Ste A
Ann Arbor MI 48103, United States
Number of offices
1
Most active in
Imber Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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