What departments does IWM Partners have?

IWM Partners has employees across 1 departments including Finance.

What is the largest department at IWM Partners?

The largest department at IWM Partners is Finance with 3 employees.

Where are IWM Partners employees located globally?

IWM Partners has employees across 1 continents and 1 countries including United States Of America.

How has IWM Partners's team size changed over time?

IWM Partners's team has remained stable from approximately 7 to 7 employees based on available data.

Learn more at LeadIQ.com

IWM Partners Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

IWM Partners is a financial services firm based in Irvine, California, offering a range of wealth management and advisory services. The firm emphasizes conservative investment management, risk reduction, and guidance rooted in honest and traditional values, serving families and professionals in Southern California and nationwide. With more than five decades of combined experience among its advisors, IWM Partners operates as a full-service financial consulting practice, addressing investment management, estate planning, insurance, and tax strategies for clients moving toward retirement. Advisory services are provided through LPL Financial, a registered investment advisor, and the firm notes that its activities are limited to residents of states where its professionals are properly registered or licensed. A notable development from the firm includes the launch of a custom app, announced in 2013.

IWM Partners Global Highlights

North America
10

United States Of America
10

IWM Partners's Leadership

D. H.
Chief Financial Officer
Mobile Phone
Email
M. V.
Chief Financial Officer
Mobile Phone
Email
S. H.
Lpl Financial Advisor
Mobile Phone
Email

IWM Partners Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from IWM Partners

Name

Title

Contact Info

Location

Last Update

D. H.
Chief Financial Officer
Mobile Phone
Email
Oct 17, 2024
M. V.
Chief Financial Officer
Mobile Phone
Email
Oct 17, 2024
S. H.
Lpl Financial Advisor
Mobile Phone
Email
United StatesKentucky
Apr 21, 2026

Frequently Asked Questions

What is IWM Partners known for?

IWM Partners operates in the Financial Services industry. The company's main headquarters is located in 3 Park Plaza Suite 1490 Irvine, California 92614 United States; you can contact the main corporate office by phone at

+1-714-962-****

. Explore IWM Partners's company overview page for more information.

What is IWM Partners's most common email format?

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

How many employees does IWM Partners have currently?

IWM Partners has approximately 8 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are IWM Partners's key employees and leadership?

As of May 2026, IWM Partners's key employees include:

Chief Financial Officer: D. H.
Chief Financial Officer: M. V.
Lpl Financial Advisor: S. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

IWM Partners Employee Directory

Find IWM Partners employees' phone numbers or email addresses

Name search is limited — try advanced search instead