LeadIQ logo
Learn more at LeadIQ.com

Aeon Wealth Management Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Aeon Wealth Management operates as a financial services firm offering investment and insurance services within a lifelong, comprehensive approach to wealth management for its clients and their families. Based in Sterling, Virginia, the company positions itself to support individuals seeking ongoing financial planning and protection solutions. Securing its securities activities through Osaic Wealth, Inc., a FINRA/SIPC member, Aeon Wealth Management also provides advisory services via Osaic Advisory Services, LLC; the two entities are independently owned. The firm's online materials note that the site is informational and intended for U.S. residents, with disclosures about regulatory registration and offering limitations. This structure reflects how client services are delivered within a regulated framework.

Find Aeon Wealth Management employees' phone numbers or email addresses

Aeon Wealth Management Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Aeon Wealth Management's Leadership

  • Stylized image of a person
    T. B.
    Financial Advisor And Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. R.
    Financial Advisor
    Phone icon
    Mobile Phone

Aeon Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Aeon Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. B.
    Financial Advisor And Principal
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 25, 2026
  • Stylized image of a person
    K. W.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesVirginia
    Mar 24, 2026
  • Stylized image of a person
    B. R.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesVirginia
    Jun 24, 2026

Frequently Asked Questions

What is Aeon Wealth Management known for?

Minus sign iconPlus sign iconAeon Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 21525 Ridgetop Circle Suite 175 Sterling, Virginia United States; you can contact the main corporate office by phone at
+1-571-926-****
. Explore Aeon Wealth Management's company overview page for more information.

What is Aeon Wealth Management's most common email format?

Minus sign iconPlus sign iconAeon Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Aeon Wealth Management email formats with LeadIQ.

How many employees does Aeon Wealth Management have currently?

Minus sign iconPlus sign iconAeon Wealth Management has approximately 5 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Aeon Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Aeon Wealth Management's key employees include:

  • Financial Advisor And Principal: T. B.
  • Financial Advisor: K. W.
  • Financial Advisor: B. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.