IRC Wealth logo

IRC Wealth Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

IRC Wealth is a financial services firm that focuses on customized financial planning for business owners and professionals. Its approach centers on wealth creation and long-term personal success, aiming to simplify financial decisions by acting as a personal CFO for clients and tailoring plans to reflect their unique assets and goals. The company emphasizes a long-term partnership with clients, offering a structured planning model that includes goal setting, tactical steps, and regular follow-up to maintain alignment with evolving needs.
Based in Atlanta, Georgia, IRC Wealth operates with a client-centric model that addresses the specific challenges of entrepreneurs and professionals who accumulate unconventional assets. The firm positions itself within the wealth management space by providing planning-based guidance that integrates lifestyle considerations with sustainable financial practices, targeting individuals seeking a balanced path to future financial security.

Find IRC Wealth employees' phone numbers or email addresses

IRC Wealth Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

IRC Wealth's Leadership

  • Stylized image of a person
    D. R.
    Ceo
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  • Stylized image of a person
    K. S.
    Chief Financial Officer
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  • Stylized image of a person
    T. H.
    Chief Operating Officer
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  • Stylized image of a person
    G. B.
    Owner
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  • Stylized image of a person
    A. G.
    Financial Advisor; Senior Director Of Client Experience & Business Development
    Phone icon
  • Stylized image of a person
    C. C.
    Financial Advisor
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  • Stylized image of a person
    J. J.
    Wealth Advisor
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  • Stylized image of a person
    M. H.
    Investments & Trading
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IRC Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from IRC Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. R.
    Ceo
    Phone icon
    United StatesGeorgia
    Jun 26, 2026
  • Stylized image of a person
    K. S.
    Chief Financial Officer
    Phone icon
    United StatesGeorgia
    Jun 25, 2026
  • Stylized image of a person
    T. H.
    Chief Operating Officer
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    G. B.
    Owner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    A. G.
    Financial Advisor; Senior Director Of Client Experience & Business Development
    Phone icon
    United StatesGeorgia
    Jun 24, 2026
  • Stylized image of a person
    C. C.
    Financial Advisor
    Phone icon
    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    J. J.
    Wealth Advisor
    Phone icon
    United StatesGeorgia
    Jun 01, 2026
  • Stylized image of a person
    M. H.
    Investments & Trading
    Phone icon
    United States
    Jun 08, 2026
  • Stylized image of a person
    N. F.
    Investment Associate
    Phone icon
    United StatesMassachusetts
    May 10, 2025
  • Stylized image of a person
    Z. G.
    Client Services Representative
    Phone icon
    UNITED STATES
    Oct 22, 2024

Frequently Asked Questions

What is IRC Wealth known for?

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IRC Wealth was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 3050 Peachtree Road Suite 220 Atlanta, Georgia 30305 United States; you can contact the main corporate office by phone at . Explore IRC Wealth's company overview page for more information.

What is IRC Wealth's most common email format?

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

How many employees does IRC Wealth have currently?

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IRC Wealth has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are IRC Wealth's key employees and leadership?

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As of June 2026, IRC Wealth's key employees include:

  • Ceo: D. R.
  • Chief Financial Officer: K. S.
  • Chief Operating Officer: T. H.
  • Owner: G. B.
  • Financial Advisor; Senior Director Of Client Experience & Business Development: A. G.

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