Independent Wealth Management

Independent Wealth Management

Financial Services, 3350 State Rte 138, Belmar, New Jersey, 07719, United States, 1-10 Employees

independentwm.com

  • facebook
  • twitter
  • LinkedIn

Who is INDEPENDENT WEALTH MANAGEMENT

Independent Wealth Management was founded on the principle of putting clients first through unbiased advice and unrestricted access to the strategies best suited for their unique needs. W...

Read More

map
  • 3350 State Rte 138, Belmar, New Jersey, 07719, United States Headquarters: 3350 State Rte 138, Belmar, New Jersey, 07719, United States
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million

industries-icon Industry: Financial Services

SIC SIC Code: 8742

checked-icon Does something look wrong? Fix it. | View contact records from INDEPENDENT WEALTH MANAGEMENT

Independent Wealth Management Org Chart and Mapping

Employees

Reese Reyes

Office Personal Assistant

Kelsey Struczewski

401(k) Client Service Specialist

Christopher Hicks

Customer Service Specialist

Sarah Fisher

General Superintendent

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Independent Wealth Management

Answer: Independent Wealth Management's headquarters are located at 3350 State Rte 138, Belmar, New Jersey, 07719, United States

Answer: Independent Wealth Management's official website is https://independentwm.com

Answer: Independent Wealth Management's revenue is $1 Million to $5 Million

Answer: Independent Wealth Management's SIC: 8742

Answer: Independent Wealth Management has 1-10 employees

Answer: Independent Wealth Management is in Financial Services

Answer: Independent Wealth Management contact info: Phone number: Website: https://independentwm.com

Answer: Independent Wealth Management was founded on the principle of putting clients first through unbiased advice and unrestricted access to the strategies best suited for their unique needs. We provide comprehensive wealth management services to individuals, families, businesses and institutions. Serving as an advocate for our clients, we deliver dynamic, comprehensive financial planning and independent investment advice with unwavering objectivity. Our Mission To enhance the quality of our clients lives through a partnership in the implementation of comprehensive, integrated, and unbiased wealth management solutions. Our goal is centered on building secure, long term relationships with our clients that span multiple generations. Securities offered through LPL Financial Member FINRA/SIPC The LPL Financial representative associated with this profile may discuss and/or transact securities business only with residents of the following states: NJ, NY, AZ, CA, DE, FL, GA, LA, MA, MD, OH, PA, RI, SC, VA Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access