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Ian Blane Meierdiercks

Investment adviser representative at Im Wealth Partners
23 yearsExperience
1 stateRegistered in
$123.9MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Im Wealth PartnersMay 2026 to now
  2. Im Wealth Partners Investment Advisors LLCMay 2026 to now
  3. Stonex Securities IncOct 2003 to now
  4. Stonex Advisors IncJun 2016 to May 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (PA).

Im Wealth Partners

Legal name: Im Wealth Partners Investment Advisors LLC

$123.9MAssets managed
17Clients
9Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3205009
Firm CRD
307379
Advisor's SEC record (opens in a new tab)
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