LeadIQ logo
Learn more at LeadIQ.com
IWM Partners logo

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.

Find IWM Partners employees' phone numbers or email addresses

IWM Partners Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

IWM Partners's Leadership

  • Stylized image of a person
    D. H.
    Chief Financial Officer
    Mobile Phone
  • Stylized image of a person
    M. V.
    Chief Financial Officer
    Mobile Phone

IWM Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from IWM Partners

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. H.
    Chief Financial Officer
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. V.
    Chief Financial Officer
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is IWM Partners known for?

Minus sign iconPlus sign iconIWM Partners operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconIWM 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?

Minus sign iconPlus sign iconIWM Partners has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are IWM Partners's key employees and leadership?

Minus sign iconPlus sign icon

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

  • Chief Financial Officer: D. H.
  • Chief Financial Officer: M. V.

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.

© LeadIQ, Inc. All rights reserved.