Icona Wealth
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1230 Rosecrans Ave Ste 300, Manhattan Be...Phone Number
(213) 647-0002Website
www.iconawealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
About Icona Wealth
Icona Wealth Org Chart
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Company Profile Activity
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Icona Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Icona Wealth Tech Stack
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Frequently Asked Questions Regarding Icona Wealth
Icona Wealth is a boutique wealth management advisory firm that emphasizes a personalized approach to each client, tailoring portfolios to meet individual needs and goals. The practice integrates comprehensive planning in retirement, estate, and tax matters with a robust investment strategy. Founded by Jason Zivich, who sought to provide more flexi... Read More
