Facts

WHAT DOES IM WEALTH PARTNERS DO WITH YOUR PERSONAL INFORMATION?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

• Social Security number and income
• account balances and transaction history
• investment experience and account transactions

When you are no longer our customer, we continue to share your information as described in this notice.

All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons IM Wealth Partners Investment Advisors LLC, chooses to share; and whether you can limit this sharing.

Sharing

Questions?

Call 610-650-1848 or go to www.imwealthpartners.com

Who is providing this notice?

IM Wealth Partners Investment Advisors LLC

How does IM Wealth Partners protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does IM Wealth Partners collect my personal information?

We collect your personal information, for example, when you:

• open an account or give us your income information
• tell us about your portfolio or deposit money
• enter into an investment advisory contract

Why can’t I limit all sharing?

Federal law gives you the right to limit only 

• sharing for affiliates’ everyday business purposes- information about your creditworthiness
• affiliates from using your information to market to you
• sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

DEFINITIONS

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

• IM Wealth Partners does not share client information with affiliates so they can market to you.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

• IM Wealth Partners does not share with non-affiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

• IM Wealth Partners does not jointly market.

Investment advisory services offered through IM Wealth Partners Investment Advisors or StoneX Advisors Inc, each a separate SEC-registered investment adviser, and the firms are unaffiliated. Ian Meierdiercks is an Investment Adviser Representative of both firms.