Insights

Niche Client Focus A&I Wealth Management specializes in serving a select group of clients, offering tailored asset and income optimization strategies, which presents an opportunity to introduce advanced wealth management tools and personalized technology solutions to enhance client engagement.

Recent Growth The company's expansion to Lone Tree, Colorado, and recent office move indicate growth and potential for increased client acquisition, making it a strategic time to offer scalable financial technology solutions and customer relationship management systems.

Investment Activities Active investment in assets like Rogers Communication and Bloomin' Brands shows a proactive approach to asset management, suggesting opportunities to introduce specialized investment analytics platforms or portfolio management software.

Recognition and Credibility Winning the Five Star Wealth Manager Award enhances the firm’s credibility, providing a platform to pitch marketing tools, branding solutions, and digital presence enhancements to further strengthen their market positioning.

Digital Innovation The launch of an eSignature campaign demonstrates the firm's interest in digital processes, indicating potential for offering comprehensive digital transformation services, including secure client onboarding, compliance tools, and cloud-based financial solutions.

A&I Wealth Management Tech Stack

A&I Wealth Management uses 8 technology products and services including Microsoft Clarity, JSON-LD, jQuery UI, and more. Explore A&I Wealth Management's tech stack below.

  • Microsoft Clarity
    Analytics
  • JSON-LD
    Javascript Frameworks
  • jQuery UI
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • HTTP/3
    Web & Portal Technology
  • Gravity Forms
    Web Platform Extensions
  • X-UA-Compatible
    Web Tools And Plugins
  • Facebook
    Widgets

A&I Wealth Management's Email Address Formats

A&I Wealth Management uses at least 1 format(s):
A&I Wealth Management Email FormatsExamplePercentage
First@assetsandincome.comJohn@assetsandincome.com
89%
FLast@assetsandincome.comJDoe@assetsandincome.com
4%
FirstLas@assetsandincome.comJohnDoe@assetsandincome.com
3%
First.Last@assetsandincome.comJohn.Doe@assetsandincome.com
4%

Frequently Asked Questions

Where is A&I Wealth Management's headquarters located?

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A&I Wealth Management's main headquarters is located at 9605 Kingston Court, Suite 190 Lone Tree, Colorado 80112, US. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is A&I Wealth Management's phone number?

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You can contact A&I Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is A&I Wealth Management's official website and social media links?

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A&I Wealth Management's official website is assetsandincome.com and has social profiles on LinkedIn.

What is A&I Wealth Management's NAICS code?

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A&I Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does A&I Wealth Management have currently?

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As of October 2025, A&I Wealth Management has approximately 17 employees across 3 continents, including North AmericaAfricaAsia. Key team members include President/Ceo: C. C.Partner And Wealth Manager: C. H.Wealth Manager, Owner & President: K. F.. Explore A&I Wealth Management's employee directory with LeadIQ.

What industry does A&I Wealth Management belong to?

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A&I Wealth Management operates in the Financial Services industry.

What technology does A&I Wealth Management use?

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A&I Wealth Management's tech stack includes Microsoft ClarityJSON-LDjQuery UISlider RevolutionHTTP/3Gravity FormsX-UA-CompatibleFacebook.

What is A&I Wealth Management's email format?

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A&I Wealth Management's email format typically follows the pattern of First@assetsandincome.com. Find more A&I Wealth Management email formats with LeadIQ.

When was A&I Wealth Management founded?

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A&I Wealth Management was founded in 1986.

A&I Wealth Management

Financial ServicesUnited States11-50 Employees

Headquartered in Denver, Colorado, A&I Wealth Management, a dba of A&I Financial Services LLC was founded in 1986. Our team of advisors has a long history of helping our clients optimize their assets and income. We work with a select number of clients for whom we can make a significant impact.

This page is a publication of A&I Wealth Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration
requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracyand it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted
before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark.

Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts.

Section iconCompany Overview

Headquarters
9605 Kingston Court, Suite 190 Lone Tree, Colorado 80112, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    A&I Wealth Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    A&I Wealth Management's revenue is estimated to be in the range of $25M$50M

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