Insights

Market Niche Independent Wealth Connections specializes in serving family-owned businesses and high-net-worth individuals, providing tailored wealth management and planning services which presents opportunities to offer advanced investment solutions and estate planning products.

Growth Potential With a revenue range of 1 million to 10 million and a boutique-sized team of 11-50 employees, the firm shows room for expansion in client base and service offerings, indicating a potential for upselling comprehensive financial advisory packages.

Technology Stack Utilizing digital tools such as Google Maps, Facebook Pixel, and analytics platforms suggests openness to integrating innovative marketing and client engagement solutions, creating opportunities to introduce new digital marketing services and client experience enhancements.

Industry Context Operating within a competitive landscape dominated by large firms like Fidelity and Merrill Lynch, Independent Wealth Connections can leverage its personalized approach to attract clients seeking tailored, relationship-driven financial services.

Compliance & Security Partnering with LPL Financial for securities services underscores a focus on regulatory compliance and security, opening avenues to cross-sell compliance consulting, fraud prevention tools, or cybersecurity solutions to enhance client trust.

Independent Wealth Connections Tech Stack

Independent Wealth Connections uses 8 technology products and services including AppNexus, Facebook Pixel, Modernizr, and more. Explore Independent Wealth Connections's tech stack below.

  • AppNexus
    Advertising
  • Facebook Pixel
    Analytics
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • HSTS
    Security
  • Piwik
    System Analytics & Monitoring
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks

Media & News

Independent Wealth Connections's Email Address Formats

Independent Wealth Connections uses at least 1 format(s):
Independent Wealth Connections Email FormatsExamplePercentage
First.Last@independentwealthconnections.comJohn.Doe@independentwealthconnections.com
42%
FirstLast@independentwealthconnections.comJohnDoe@independentwealthconnections.com
8%
FLast@independentwealthconnections.comJDoe@independentwealthconnections.com
8%
First.Last@independentwealthconnections.comJohn.Doe@independentwealthconnections.com
42%

Frequently Asked Questions

What is Independent Wealth Connections's phone number?

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You can contact Independent Wealth Connections'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 Independent Wealth Connections's official website and social media links?

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Independent Wealth Connections's official website is independentwealthconnections.com and has social profiles on LinkedIn.

What is Independent Wealth Connections's NAICS code?

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Independent Wealth Connections's NAICS code is 52 - Finance and Insurance.

How many employees does Independent Wealth Connections have currently?

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As of December 2025, Independent Wealth Connections has approximately 11 employees across 1 continents, including North America. Key team members include Cashier/Concierge: L. B.Click Here To Visit My Profile: D. M.Service Associate: F. M.. Explore Independent Wealth Connections's employee directory with LeadIQ.

What industry does Independent Wealth Connections belong to?

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Independent Wealth Connections operates in the Financial Services industry.

What technology does Independent Wealth Connections use?

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Independent Wealth Connections's tech stack includes AppNexusFacebook PixelModernizrGoogle MapsHSTSPiwikGoogle Tag ManagerBootstrap.

What is Independent Wealth Connections's email format?

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Independent Wealth Connections's email format typically follows the pattern of First.Last@independentwealthconnections.com. Find more Independent Wealth Connections email formats with LeadIQ.

When was Independent Wealth Connections founded?

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Independent Wealth Connections was founded in 2009.

Independent Wealth Connections

Financial ServicesWashington, United States11-50 Employees

The mission of Independent Wealth Connections is to deliver wealth planning and management services in a cost-effective, client-centered environment.

Independent Wealth Connections works with family-owned businesses and affluent individuals to help build, manage, preserve and transfer wealth.

Financial Planning for business owners, professionals and their families. Qualified and non-qualified retirement plans including ESOPs and 401Ks.

Securities services offered through LPL Financial, Member FINRA/SIPC

 
The financial consultants at Independent Wealth Connections are registered representatives with and, securities and advisory services offered through LPL Financial, a registered investment advisor member FINRA/SIPC.
www.finra.org and www.sipc.org

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 


Independent Wealth Connections, LLC dos not offer tax or legal advice.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Independent Wealth Connections's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Independent Wealth Connections's revenue is estimated to be in the range of $1M$10M

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