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
View Top Employees from Wealth Management, Inc.Website | http://www.wealthmanagement1.com |
Revenue | $35 million |
Employees | 396 (396 on RocketReach) |
Founded | 1994 |
Address | 600 West Germantown Pike, Plymouth Meeting, Pennsylvania 19462, US |
Phone | (484) 264-6270 |
Fax | (610) 628-4773 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Apriem Advisors, Cassaday & Company, Inc., Centaurus Financial, Inc.®, Founders Federal Credit Union, The Harvest Group, Wealth Management, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Wealth Management, Inc. employee's phone or email?
The Wealth Management, Inc. annual revenue was $35 million in 2024.
Joe Harriman is the COO of Wealth Management, Inc..
396 people are employed at Wealth Management, Inc..
Wealth Management, Inc. is based in Plymouth Meeting, Pennsylvania.
The NAICS codes for Wealth Management, Inc. are [52393, 523, 5239, 52].
The SIC codes for Wealth Management, Inc. are [628, 62].