Wealth Management, Inc.
Financial Services
Plymouth Meeting, Pennsylvania, United States
39 employees
- Employees
- 39
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Wealth Management, Inc. Overview
- Headquarters
- Plymouth Meeting, Pennsylvania, United States
- Phone Number
- Available in AeroLeads
- Website
- wealthmanagement1.com
- Industry
- Financial Services
- Employees
- 39
- Founded
- 1994
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealth Management, Inc.
Fee-only financial planning and advice. Kevin Brosious, MBA, CPA/PFS, CFP, President. What Wealth Management Inc. Offers: Fiduciary objectivity and independence Asset management services using no-load, commission-free investments Retainer services Hourly or project services Comprehensive financial plans Straightforward, objective recommendations for investment strategy and selection Second opinion of your current investments and financial strategy Convenient, flexible hours and location
Wealth Management, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Wealth Management, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Annie Bell | President and Founder, Wealth | Atlanta Metropolitan Area, United States |
Email
|
| Philip Castaneda | Senior Vice President | San Jose, California, United States |
Email
Phone
|
| Sreekanth Sreenivasan | Analyst | Ernakulam, Kerala, India |
Email
|
| Kevin Brosious | Cpa Personal Financial Advisor | Allentown, Pennsylvania, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
17 profiles
Executive
6 profiles
Manager
4 profiles
Director
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 7 | 7 | 2 |
| General | 6 | 6 | 0 |
| Executive | 4 | 4 | 1 |
| Operations | 1 | 1 | 0 |
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