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.
View Top Employees from Independent Wealth Management -Website | http://www.independentwm.com |
Revenue | $5 million |
Employees | 59 (12 on RocketReach) |
Address | 3349 Hwy D, 138 Bldg Ste a, Belmar, New Jersey 07719, US |
Phone | (732) 280-7550 |
Fax | (732) 280-7551 |
Technologies |
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Industry | Financial Services, Investment Banking, Finance |
Web Rank | 26 Million |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 56 Companies, NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 5611 Companies |
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The Independent Wealth Management - annual revenue was $5 million in 2024.
12 people are employed at Independent Wealth Management -.
Independent Wealth Management - is based in Belmar, New Jersey.
The NAICS codes for Independent Wealth Management - are [56, 561110, 561, 56111, 5611].
The SIC codes for Independent Wealth Management - are [87, 874].