What departments does PRB Wealth Management have?

PRB Wealth Management has employees across 1 departments including Finance.

What is the largest department at PRB Wealth Management?

The largest department at PRB Wealth Management is Finance with 1 employees.

Where are PRB Wealth Management employees located globally?

PRB Wealth Management has employees across 1 continents and 2 countries including United States Of America, Mexico.

How has PRB Wealth Management's team size changed over time?

PRB Wealth Management's team has decreased from approximately 6 to 5 employees based on available data.

PRB Wealth Management Employee Directory

Financial ServicesNew York, United States2-10 Employees

PRB Wealth Management is a financial services firm based in New York, NY, specializing in wealth management, risk management, and corporate benefits. The firm serves individuals and corporate clients by developing financial strategies that aim to produce results through thoughtful planning and access to specialized resources, with professionals available to adapt to evolving regulations and market conditions. Operating within the broader financial services industry, PRB positions itself as a provider of independent financial advisory services that distinguish its approach through a forward-looking framework and emphasis on tailoring options to client needs. The company functions alongside affiliated entities in the advisory and brokerage landscape, including securities offered through LPL Financial and investment advice provided by IHT Wealth Management, with formal registration details available on its website. PRB is located at 122 East 42nd Street, Suite 1610, in New York, serving a client base that requires guidance on personal and corporate financial decisions in a changing regulatory environment.

PRB Wealth Management Global Highlights

North America
13

United States Of America
12
Mexico
1

PRB Wealth Management's Leadership

I. S. B.
President
Mobile Phone
Email
D. D.
Svp - Investments And Risk Management
Mobile Phone
Email
P. S. C.
Svp Risk Management
Mobile Phone
Email
D. H.
Director Of Non-Profits
Mobile Phone
Email
P. B.
Principal
Mobile Phone
Email
M. C. H.
Investment Advisor Representative
Mobile Phone
Email
J. O.
Lpl Registered Administrative Associate
Mobile Phone
Email

PRB Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from PRB Wealth Management

Name

Title

Contact

Location

Last Update

I. S. B.
President
Mobile Phone
Email
United StatesNew York
Jun 08, 2026
D. D.
Svp - Investments And Risk Management
Mobile Phone
Email
United StatesNew Jersey
Feb 16, 2026
P. S. C.
Svp Risk Management
Mobile Phone
Email
United StatesNew York
Apr 25, 2025
D. H.
Director Of Non-Profits
Mobile Phone
Email
United StatesNew York
Jun 03, 2026
P. B.
Principal
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. C. H.
Investment Advisor Representative
Mobile Phone
Email
United StatesNew York
Jun 03, 2026
J. O.
Lpl Registered Administrative Associate
Mobile Phone
Email
United StatesNew York
Oct 22, 2024

Frequently Asked Questions

What is PRB Wealth Management known for?

PRB Wealth Management was founded in 1980 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-867-****

. Explore PRB Wealth Management's company overview page for more information.

What is PRB Wealth Management's most common email format?

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

How many employees does PRB Wealth Management have currently?

PRB Wealth Management has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are PRB Wealth Management's key employees and leadership?

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

President: I. S. B.
Svp - Investments And Risk Management: D. D.
Svp Risk Management: P. S. C.
Director Of Non-Profits: D. H.
Principal: P. B.

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

PRB Wealth Management Employee Directory

Find PRB Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead