# EDGAR Filing Document

**Accession Number:** 0001137247
**File Stem:** 9999999997-23-001572
**Filing Date:** 2023-3
**Character Count:** 1434
**Document Hash:** 82a5bbaa5be7697e65864bfb8b6bd7fc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**9999999997-23-001572.hdr.sgml**: 20230407

**ACCESSION NUMBER**: 9999999997-23-001572

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230307

**DATE AS OF CHANGE**: 20230407

**EFFECTIVENESS DATE**: 20230307

**PERIOD START**: 20220101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** IMA WEALTH, INC.
- **CENTRAL INDEX KEY:** 0001137247
- **IRS NUMBER:** 481233289
- **STATE OF INCORPORATION:** KS

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-53221
- **FILM NUMBER:** 23000716

**BUSINESS ADDRESS:**
- **STREET 1:** 430 E DOUGLAS AVE
- **STREET 2:** SUITE 400
- **CITY:** WICHITA
- **STATE:** KS
- **ZIP:** 67202
- **BUSINESS PHONE:** 316-266-6582

**MAIL ADDRESS:**
- **STREET 1:** 430 E DOUGLAS AVE
- **STREET 2:** SUITE 400
- **CITY:** WICHITA
- **STATE:** KS
- **ZIP:** 67202

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** IMA WEALTH, INC.
- **DATE OF NAME CHANGE:** 20180103

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TRUENORTH, INC.
- **DATE OF NAME CHANGE:** 20131107

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TRUENORTH SECURITIES, INC.
- **DATE OF NAME CHANGE:** 20020603

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This document was generated as part of a paper submission.
Please reference the Document Control Number 23000716 for access to the original document.

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