What departments does A&I Wealth Management have?

A&I Wealth Management has employees across 2 departments including Finance, Support.

What is the largest department at A&I Wealth Management?

The largest department at A&I Wealth Management is Finance with 2 employees.

Where are A&I Wealth Management employees located globally?

A&I Wealth Management has employees across 2 continents and 2 countries including United Arab Emirates, United States Of America.

How has A&I Wealth Management's team size changed over time?

A&I Wealth Management's team has decreased from approximately 18 to 17 employees based on available data.

A&I Wealth Management Employee Directory

Financial ServicesColorado, United States11-50 Employees

A&I Wealth Management, operating as a registered investment adviser under A&I Financial Services LLC, is a financial services firm headquartered in the Denver area of Colorado. Founded in 1986, the firm emphasizes a selective client approach, aiming to make a meaningful impact for individuals and families by assisting them with asset optimization and income strategies. The organization presents itself as serving clients who appreciate tailored financial guidance within the regulatory framework for investment advisers. Recent activity noted in public sources includes strategic investments and office expansion, reflecting ongoing growth and geographic presence in Colorado. The firm positions itself within the broader wealth management industry by providing investment advisory services in jurisdictions where properly registered, while acknowledging the inherent risks and variability of investment outcomes.

A&I Wealth Management Global Highlights

North America
24

United States Of America
24

Asia
1

United Arab Emirates
1

A&I Wealth Management's Leadership

D. S.
Wealth Manager
Mobile Phone
Email
B. S.
Client Care Specialist
Mobile Phone
Email
G. B.
Client Care Specialist
Mobile Phone
Email
J. R.
Financial Paraplanner
Mobile Phone
Email
C. Y.
Mobile Phone
Email

A&I Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Other

Contact profiles from A&I Wealth Management

Name

Title

Contact

Location

Last Update

D. S.
Wealth Manager
Mobile Phone
Email
Oct 22, 2024
B. S.
Client Care Specialist
Mobile Phone
Email
Oct 18, 2024
G. B.
Client Care Specialist
Mobile Phone
Email
Oct 21, 2024
J. R.
Financial Paraplanner
Mobile Phone
Email
Oct 21, 2024
C. Y.
Mobile Phone
Email

Frequently Asked Questions

What is A&I Wealth Management known for?

A&I Wealth Management was founded in 1986 and operates in the Financial Services industry. You can contact A&I Wealth Management's main corporate office by phone at

+1-303-690-****

. Explore A&I Wealth Management's company overview page for more information.

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

A&I Wealth Management employees' email format typically follows the pattern of First@assetsandincome.com. Trying to find reliable and up-to-date employee contact data? Find more A&I Wealth Management email formats with LeadIQ.

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

A&I Wealth Management has approximately 15 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are A&I Wealth Management's key employees and leadership?

As of August 2026, A&I Wealth Management's key employees include:

Wealth Manager: D. S.
Client Care Specialist: B. S.
Client Care Specialist: G. B.
Financial Paraplanner: J. R.
: C. Y.

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A&I Wealth Management Employee Directory

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