Wealth Management Inc

  • Financial Services
  • Plymouth Meeting PA
  • 334 employees
  • Financial Services
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Company Overview

Headquarters
600 West Germantown Pike, Plymouth Meeting PA
Website
wealthmanagement1.com
Phone
(484) 264-****
Employees
334
Founded in
1994
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$6B

Total Funding Amount

$150,000M

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Who is Wealth Management Inc

Wealth Management Inc. is a fee-only financial planning firm located in Plymouth Meeting, Pennsylvania. The company employs 334 people and generates $6.2 million in annual revenue. Wealth Management Inc. provides a range of financial services, including asset management, retainer services, hourly and project-based services, and comprehensive financial planning. They specialize in providing fiduciary investment advice and utilize no-load, commission-free investments. The company distinguishes itself through its commitment to transparency and objectivity. Clients benefit from straightforward recommendations for investment strategy and selection, as well as the option to obtain a second opinion on existing investments and financial plans. For more information or to schedule a consultation, visit www.wealthmanagement1.com.

Wealth Management Inc Industry Tags

Pre-retiree and retiree planning
Executive compensation issues
Physician compensation issues
Financial Services
Financial Advisory Services
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Wealth Management Inc Tech Stack

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FAQ

What is the location of Wealth Management Inc's headquarters?
The headquarters of Wealth Management Inc are situated at 600 West Germantown Pike, Plymouth Meeting PA
What is Wealth Management Inc's phone number?
Wealth Management Inc's contact number is (484) 264-****.
What is Wealth Management Inc's official website?
The official website of Wealth Management Inc can be found at wealthmanagement1.com.
What is Wealth Management Inc's current revenue?
As of April 2012, Wealth Management Inc's annual revenue reached $6B.
How many employees does Wealth Management Inc currently have?
Wealth Management Inc employs approximately 334+ people as of April 2012
Which industries is Wealth Management Inc primarily operating in?
Wealth Management Inc operates in the following industries: Finance, Credit
What are Wealth Management Inc's industry tags?
Wealth Management Inc's industry tags include: Pre-retiree and retiree planning, Executive compensation issues, Physician compensation issues
What is Wealth Management Inc's total funding to date?
Wealth Management Inc has secured $150,000M as of April 2012
When was Wealth Management Inc founded?
Wealth Management Inc was founded in 1994.

Employee Directory

Key Employees

Annie Bell

President

Phone Email

Eric Ma

Program Manager

Phone Email

Kevin Brosious

Principal

Phone Email

Jeri Cooper

Customer Service Representative

Phone Email