What departments does CIC Wealth have?

CIC Wealth has employees across 1 departments including Administrative.

What is the largest department at CIC Wealth?

The largest department at CIC Wealth is Administrative with 1 employees.

Where are CIC Wealth employees located globally?

CIC Wealth has employees across 3 continents and 3 countries including Qatar, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has CIC Wealth's team size changed over time?

CIC Wealth's team has decreased from approximately 3 to 1 employees based on available data.

CIC Wealth Employee Directory

Financial ServicesMaryland, United States2-10 Employees

CIC Wealth operates in the financial services sector, offering wealth management services that aim to coordinate various aspects of a client’s financial life, including retirement planning and education funding, with an emphasis on proactive money management and risk preparation. The firm frames its approach around a simple equation that combines knowledge, care, and commitment to achieve financial security, indicating a focus on holistic, advisory support. Based in Rockville, Maryland, CIC Wealth presents itself as a small firm in terms of staff size and serves individuals seeking structured guidance across their financial planning needs. The company also indicates engagement with third-party platforms and social media as informational channels, and notes that non-client interactions on those sites are treated as advertisements under securities regulations, with information available for educational purposes only. A recent development noted is a partnership with Insight ConneX, announced in November 2021, which highlights collaborative activity within its professional network.

CIC Wealth Global Highlights

North America
7

United States Of America
7

Asia
1

Qatar
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

CIC Wealth's Leadership

L. V.
Principal
Mobile Phone
Email
B. E.
Agent
Mobile Phone
Email
H. B.
Client Services Administrator
Mobile Phone
Email
M. V.
Associate
Mobile Phone
Email

CIC Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from CIC Wealth

Name

Title

Contact

Location

Last Update

L. V.
Principal
Mobile Phone
Email
Oct 18, 2024
B. E.
Agent
Mobile Phone
Email
Jan 21, 2025
H. B.
Client Services Administrator
Mobile Phone
Email
Oct 22, 2024
M. V.
Associate
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is CIC Wealth known for?

CIC Wealth was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-301-816-****

. Explore CIC Wealth's company overview page for more information.

What is CIC Wealth's most common email format?

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

How many employees does CIC Wealth have currently?

CIC Wealth has approximately 5 employees as of August 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are CIC Wealth's key employees and leadership?

As of August 2026, CIC Wealth's key employees include:

Principal: L. V.
Agent: B. E.
Client Services Administrator: H. B.
Associate: M. V.

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CIC Wealth Employee Directory

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