What departments does SBC Wealth Management have?

SBC Wealth Management has employees across 3 departments including Legal, Analytics, Consultant.

What is the largest department at SBC Wealth Management?

The largest department at SBC Wealth Management is Legal with 1 employees.

Where are SBC Wealth Management employees located globally?

SBC Wealth Management has employees across 2 continents and 3 countries including Indonesia, India, United States Of America.

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

SBC Wealth Management's team has decreased from approximately 12 to 10 employees based on available data.

SBC Wealth Management Employee Directory

Investment ManagementIndiana, United States2-10 Employees

SBC Wealth Management is an investment management firm based at 2920 East 96th Street, Indianapolis, Indiana 46240, United States, serving individual clients. Founded in 1983, the firm emphasizes values of hard work, integrity, and quality service, with a mission to act as a financial compass for clients. Its primary business involves advising clients on strategies to maximize current income and cash flow—taxable and tax-free—and to create long-term capital appreciation through prudent financial planning, including diversification, distribution planning, and investment planning, with insurance where appropriate. The SBC Wealth Management team has decades of multigenerational wealth management experience and pursues clients' financial and lifestyle objectives. The company operates with a small staff of 2–10 employees and maintains a website at sbcwealth.com; 2024 corporate activity includes mergers involving Cerity Partners and Daintree Advisors LLC.

SBC Wealth Management Global Highlights

North America
15

United States Of America
15

Asia
2

Indonesia
1
India
1

SBC Wealth Management's Leadership

M. C.
Chief Compliance Officer
Mobile Phone
Email
D. S.
Operations Analyst
Mobile Phone
Email
M. M. C.
Wealth Advisor
Mobile Phone
Email

SBC Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Support
Accounting
Other

Contact profiles from SBC Wealth Management

Name

Title

Contact Info

Location

Last Update

M. C.
Chief Compliance Officer
Mobile Phone
Email
Jun 08, 2026
D. S.
Operations Analyst
Mobile Phone
Email
Oct 17, 2024
M. M. C.
Wealth Advisor
Mobile Phone
Email
May 09, 2026

Frequently Asked Questions

What is SBC Wealth Management known for?

SBC Wealth Management was founded in 1983 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-866-818-****

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

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

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

How many employees does SBC Wealth Management have currently?

SBC Wealth Management has approximately 8 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

As of July 2026, SBC Wealth Management's key employees include:

Chief Compliance Officer: M. C.
Operations Analyst: D. S.
Wealth Advisor: M. M. C.

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SBC Wealth Management Employee Directory

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