Item 5 Additional Compensation ............................................................................................................................ 15 Item 6 Supervision ........................................................................................................................................................ 15 Brochure Supplement (Part 2B of Form ADV) .......................................................................... 17 Nathan A. Edwards, CFP®, CFA ................................................................................................................................. 17 Item 2 Educational Background and Business Experience .......................................................................... 17 Professional Certifications ......................................................................................................................................... 17 Item 3 Disciplinary Information .............................................................................................................................. 18 Item 5 Additional Compensation ............................................................................................................................ 19 Item 6 Supervision ........................................................................................................................................................ 19 Brochure Supplement (Part 2B of Form ADV) .......................................................................... 21 Philip J. Detlefs ................................................................................................................................................................ 21 Item 2 Educational Background and Business Experience .......................................................................... 21 Item 3 Disciplinary Information .............................................................................................................................. 21 Item 5 Additional Compensation ............................................................................................................................ 21 Item 6 Supervision ........................................................................................................................................................ 21 Brochure Supplement (Part 2B of Form ADV) .......................................................................... 24 Michael J. Steele .............................................................................................................................................................. 24 Item 2 Educational Background and Business Experience .......................................................................... 24 Item 3 Disciplinary Information .............................................................................................................................. 24 Item 5 Additional Compensation ............................................................................................................................ 25 Item 6 Supervision ........................................................................................................................................................ 25 Brochure Supplement (Part 2B of Form ADV) .......................................................................... 27 Nick Riscigno ................................................................................................................................................................... 27 Item 2 Educational Background and Business Experience .......................................................................... 27 Item 3 Disciplinary Information .............................................................................................................................. 27 Item 5 Additional Compensation ............................................................................................................................ 27 Item 6 Supervision ........................................................................................................................................................ 27 vi Brochure Supplement (Part 2B of Form ADV) .......................................................................... 30 Chad A. Bunnell............................................................................................................................................................... 30 Item 2

Educational Background and Business Experience .......................................................................... 30 Item 3 Disciplinary Information .............................................................................................................................. 31 Item 5 Additional Compensation ............................................................................................................................ 31 Item 6 Supervision ........................................................................................................................................................ 31 Brochure Supplement (Part 2B of Form ADV) .......................................................................... 33 Nicholas Coutros ............................................................................................................................................................ 33 Item 2 Educational Background and Business Experience .......................................................................... 33 Item 3 Disciplinary Information .............................................................................................................................. 33 Item 5 Additional Compensation ............................................................................................................................ 34 Item 6 Supervision ........................................................................................................................................................ 34 Firm Description IMG Wealth Management, Inc. (“IMG”) is a registered investment adviser in the State of Florida. IMG is organized as a S Corp under the laws of the State of Florida. Nick Edwards is 100% owner. Nathan Edwards is the Chief Compliance Officer. IMG is a fee based financial planning and investment advisory firm. IMG does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products, but IMG’s Managing Member and other investment advisor representatives sell insurance products through an independent insurance firm. Investment advice is an integral part of financial planning. In addition, IMG advises clients regarding cash flow, college planning, retirement planning, tax planning and estate planning. Other professionals (e.g., lawyers, accountants, tax preparers, insurance agents, etc.) are engaged directly by the client on an as-needed basis and may charge fees of their own. Conflicts of interest will be disclosed to the client in the event they should occur. Types of Advisory Services ASSET MANAGEMENT IMG offers discretionary and non-discretionary direct asset management services. IMG will offer clients ongoing portfolio management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Discretionary When the client provides IMG discretionary authority the client will sign a limited trading authorization or equivalent. IMG will have the authority to execute transactions in the account without seeking client approval on each transaction. Non-discretionary When the client elects to use IMG on a non-discretionary basis, IMG will determine the securities to be bought or sold and the amount of the securities to be bought or sold. However, IMG will obtain prior client approval on each and every transaction before executing any transactions. FINANCIAL PLANNING AND CONSULTING IMG offers financial planning and consulting services on an hourly fee basis. Financial planning will typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. If you retain IMG for financial planning and consulting services, IMG will meet with you to gather information about your financial circumstances and objectives. Once IMG reviews and analyzes the information you provided, IMG may deliver a plan to you, designed to help you achieve your stated financial goals and objectives. Financial plans and/or consulting are based on your financial situation at the time IMG presents the plan to you, and on the financial information you provided to IMG. You must promptly notify IMG if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our financial planning recommendations. Should you choose to act on any of our recommendations, you are not obligated to implement the financial plan through any of our other investment advisory services. Moreover, you may act on our recommendations by placing securities transactions with any brokerage firm. Financial plans will be completed and delivered inside of thirty (30) days. Clients may terminate advisory services with five (5) business days written notice. SEMINARS AND EDUCATIONAL WORKSHOPS IMG holds seminars and educational workshops to educate the public on different types of investments and the different services they offer. The seminars and educational workshops are educational in nature and no specific investment or tax advice is given. IMG does charge a fee for attendance to the educational workshops, this is disclosed in Item 5 of this brochure. Client Tailored Services and Client Imposed Restrictions The goals and objectives for each client are documented in our client files. Investment strategies are created that reflect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without written client consent. Wrap Fee Programs IMG does not sponsor a wrap fee program. Client Assets Under Management IMG has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $119,919,992 $0 December 31, 2023