Wealth Management, Inc.

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
Industry
Financial Services
Employees
39
Founded
1994
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Annie Bell President and Founder, Wealth
Email
Philip Castaneda Senior Vice President
Email Phone
Sreekanth Sreenivasan Analyst
Email
Kevin Brosious Cpa Personal Financial Advisor
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 Email Phone
Finance 7 7 2
General 6 6 0
Executive 4 4 1
Operations 1 1 0

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