3i Wealth Management
Finance · New Jersey, United States · 1-10 Employees
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Overview
Headquarters
Submit Thanks for Submitting Contact, Li...Phone Number
(973) 600-9481Website
www.3iwealthmanagement.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About 3i Wealth Management
3i Wealth Management is an independent registered investment advisor based in Livingston, NJ, specializing in investment management, tax preparation, IRS representation, and business advisory services. The firm operates on a fee-only basis, ensuring a fiduciary responsibility to its clients without any commission incentives. Their mission is built on integrity, intelligence, and insight, focusing on building strong relationships to help clients achieve their financial goals. They offer tailored investment management, comprehensive wealth management plans, strategic tax preparation, and business advisory services to both individuals and businesses.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2007
SM
Seth MchenryFinancial Advisor & Registered, Axiom Wealth Management, Lpl Financial Principal
Company Profile Activity
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3i Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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3i Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 3i Wealth Management.
3i Wealth Management Tech Stack
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3i Wealth Management is an independent registered investment advisor based in Livingston, NJ, specializing in investment management, tax preparation, IRS representation, and business advisory services. The firm operates on a fee-only basis, ensuring a fiduciary responsibility to its clients without any commission incentives. Their mission is built... Read More
