What departments does Wealth Management Institute ltd. have?

Wealth Management Institute ltd. has employees across 3 departments including Finance, Operations, Administrative.

What is the largest department at Wealth Management Institute ltd.?

The largest department at Wealth Management Institute ltd. is Administrative with 2 employees.

Where are Wealth Management Institute ltd. employees located globally?

Wealth Management Institute ltd. has employees across 1 continents and 1 countries including United States Of America.

How has Wealth Management Institute ltd.'s team size changed over time?

Wealth Management Institute ltd.'s team has remained stable from approximately 3 to 3 employees based on available data.

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Wealth Management Institute ltd. Employee Directory

Financial ServicesMaryland, United States2-10 Employees

The Wealth Management Institute (WMI) is the one of the most comprehensive financial planning and money management firms in the Mid-Atlantic region, providing a diverse array of investment initiatives, including: Money, Cash Flow & Asset Management, Life & Long-Term Care Insurance, Business Succession & Continuation, Tax Planning & Management, Retirement Planning & Pension Plan Design, and Estate Planning.

Find Wealth Management Institute ltd. employees' phone numbers or email addresses

Wealth Management Institute ltd. Global Highlights

North America
7

United States Of America
7

Wealth Management Institute ltd.'s Leadership

C. B.
Financial Advisor & Executive Director
Mobile Phone
Email
L. P.
Client Services Manager
Mobile Phone
Email
J. Z.
Operations Manager
Mobile Phone
Email
T. H.
Computer Operator And Office Manager
Mobile Phone
Email
R. K.
Office Assistant
Mobile Phone
Email

Wealth Management Institute ltd. Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Wealth Management Institute ltd.

Name

Title

Contact Info

Location

Last Update

C. B.
Financial Advisor & Executive Director
Mobile Phone
Email
Mar 11, 2026
L. P.
Client Services Manager
Mobile Phone
Email
United StatesMaryland
Oct 22, 2025
J. Z.
Operations Manager
Mobile Phone
Email
Dec 31, 2023
T. H.
Computer Operator And Office Manager
Mobile Phone
Email
United StatesMaryland
Mar 25, 2026
R. K.
Office Assistant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Wealth Management Institute ltd. known for?

Wealth Management Institute ltd. was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in Urbana, Maryland 21704 United States; you can contact the main corporate office by phone at

+1-301-926-****

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

What is Wealth Management Institute ltd.'s most common email format?

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

How many employees does Wealth Management Institute ltd. have currently?

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

Who are Wealth Management Institute ltd.'s key employees and leadership?

As of February 2026, Wealth Management Institute ltd.'s key employees include:

Financial Advisor & Executive Director: C. B.
Client Services Manager: L. P.
Operations Manager: J. Z.
Computer Operator And Office Manager: T. H.
Office Assistant: R. K.

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