What departments does Center For Wealth Management have?

Center For Wealth Management has employees across 2 departments including Finance, Information Technology.

What is the largest department at Center For Wealth Management?

The largest department at Center For Wealth Management is Finance with 2 employees.

Where are Center For Wealth Management employees located globally?

Center For Wealth Management has employees across 3 continents and 3 countries including Philippines, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Center For Wealth Management's team size changed over time?

Center For Wealth Management's team has decreased from approximately 3 to 2 employees based on available data.

Center For Wealth Management Employee Directory

Financial ServicesOhio, United States2-10 Employees

Center For Wealth Management operates in the financial services sector, offering wealth management and investment planning for individuals, trusts, corporate accounts, and qualified pension plans through LPL Financial. Founded to serve midsize investors in its local community, the firm emphasizes a disciplined approach to equity investing, market evaluation, and risk management aimed at preserving capital and building wealth. Over time, this approach attracted a growing roster of large individual investors and employee benefit plans seeking capital preservation and risk control.

Today, a small team applies the same concept to manage the wealth entrusted to individuals and corporations from coast to coast. The company is based in Cincinnati, Ohio. It maintains an association with LPL Financial, described as the nation's leading independent broker-dealer by revenues in Financial Planning magazine during 1996-2013.

Center For Wealth Management Global Highlights

North America
7

United States Of America
7

Asia
1

Philippines
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Center For Wealth Management's Leadership

I. M.
Financial Director/IFA
Mobile Phone
Email
R. D.
Weatlth Manager, Aif®
Mobile Phone
Email
C. W.
Financial Advisor
Mobile Phone
Email

Center For Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Center For Wealth Management

Name

Title

Contact Info

Location

Last Update

I. M.
Financial Director/IFA
Mobile Phone
Email
United KingdomLeicestershire
Aug 02, 2025
R. D.
Weatlth Manager, Aif®
Mobile Phone
Email
United StatesGeorgia
May 28, 2026
C. W.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Center For Wealth Management known for?

Center For Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 4355 Ferguson Drive Suite 200 Cincinnati, Ohio 45245 United States; you can contact the main corporate office by phone at

+1-513-407-****

. Explore Center For Wealth Management's company overview page for more information.

What is Center For Wealth Management's most common email format?

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

How many employees does Center For Wealth Management have currently?

Center For Wealth Management has approximately 3 employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Center For Wealth Management's key employees and leadership?

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

Financial Director/IFA: I. M.
Weatlth Manager, Aif®: R. D.
Financial Advisor: C. W.

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Center For Wealth Management Employee Directory

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