IB Wealth

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

230 W Main St, Ionia, Michigan, 48846, U...

Phone Number

(616) 527-5818

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About IB Wealth

IB Wealth Management provides comprehensive wealth management services tailored to individual client needs, focusing on financial planning, investment strategies, and retirement solutions. The firm operates within Independent Bank locations across Michigan, offering objective advice and building long-lasting relationships with clients. Their services include investment planning, estate management, insurance, and business planning, aimed at addressing diverse financial goals. With a commitment to client trust and expertise, IB Wealth Management strives to help clients achieve their investment objectives.Explore more
IB Wealth's Social MediaPopular SearchesIB WealthIB Wealth ManagementIb Holding CoHolding CoIb Investment & Management Co. IncSIC Code 62,628NAICS Code 52,523Show more

IB Wealth Org Chart

PhoneEmail
JM
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Vice President, Senior Investment Executive

PhoneEmail
SH
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Vice President, Senior Investment Executive

PhoneEmail
MC
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Assistant VP, Investment & Executive

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TL
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Assistant Vice President & Senior Investment ...

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TM
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Assistant VP, Investment & Executive

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DH
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Investment Executive

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IB Wealth

<$5M
11-50
Private
-
1998
JM
Jennifer MayVice President, Senior Investment Executive
<$5M
1-10
Private
-
2005
AB
Arnold BenderManaging Member
<$5M
1-10
Private
-
2002
TM
Timothy MogfordSenior Manager, Wealth & Insurance Specialist
<$5M
1-10
Private
-
-
MS
Mcdermott SmithManager, Marketing
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
-
RC
Roy CookFinancial Professional
<$5M
1-10
Private
-
-
AC
Ashley ChambersFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

IB Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

IB Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IB Wealth.

IB Wealth Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding IB Wealth

What is IB Wealth's official website?
IB Wealth's official website is www.ibwealthmanagement.com
What is IB Wealth's Revenue?
IB Wealth's revenue is <$5 Million
What is IB Wealth's SIC code?
IB Wealth's SIC: 62,628
What is IB Wealth's NAICS code?
IB Wealth's NAICS: 52,523
How many employees does IB Wealth have?
IB Wealth has 11-50 employees
What industry does IB Wealth belong to?
IB Wealth is in the industry of: Finance, Securities Trading
What is IB Wealth competition?
IB Wealth top competitors include: Cetera Investment Services, UnionAdvantage Financial, Western Financial, hemmewealth.com
What technology does IB Wealth use?
Some of the popular technologies that IB Wealth uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Amazon Web Hosting
How do I contact IB Wealth?
IB Wealth contact info: Phone number: (616) 527-5818 Website: www.ibwealthmanagement.com
What does IB Wealth do?

IB Wealth Management provides comprehensive wealth management services tailored to individual client needs, focusing on financial planning, investment strategies, and retirement solutions. The firm operates within Independent Bank locations across Michigan, offering objective advice and building long-lasting relationships with clients. Their servic... es include investment planning, estate management, insurance, and business planning, aimed at addressing diverse financial goals. With a commitment to client trust and expertise, IB Wealth Management strives to help clients achieve their investment objectives.Read More

What are IB Wealth social media links?
IB Wealth Linkedin page
Is IB Wealth a public company?
IB Wealth is private company therefore does not currently have an official ticker symbol
See more information about IB Wealth

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