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Wealth Management

Finance · Indianapolis, Indiana

FinancialFinance
Indianapolis, Indiana, United States13 employees$3.1M revenue
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Products & Services

FinancialFinanceFinancial Services

About Wealth Management

Wealth Management is a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Indianapolis, Indiana, United States, operating in Financial Services and employing 11-20 people.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Wealth Management is one of 40,322 Financial companies listed in Indiana.

Business Contact Information

Phone
+1 (317) 2189371
Website
853wm.com
Address
9445 Delegates Row, Indianapolis, Indiana, 46240, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
13 (11-20)
Annual Revenue
$3.1M ($1M-$5M)

Wealth Management: frequently asked questions

What does Wealth Management do?

Wealth Management is a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Indianapolis, Indiana, United States, operating in Financial Services and employing 11-20 people.

Where is Wealth Management located?

Wealth Management is headquartered at 9445 Delegates Row, Indianapolis, Indiana, 46240, United States.

How many employees does Wealth Management have?

Wealth Management has about 13 employees (the 11-20 range).

What is Wealth Management's annual revenue?

Wealth Management's annual revenue is estimated at $3.1M (the $1M-$5M range).

What industry is Wealth Management in?

Wealth Management is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Wealth Management?

Its website is 853wm.com and its phone number is +1 (317) 2189371.

What companies are similar to Wealth Management?

Other large financial companies in Indiana include Elevance Health Inc, HSBC, Unilever and UBS.

Largest financial companies in Indiana

Largest financial companies

Manufacturing sales in Indiana, 2026

In Indiana, Factur's 2026 study counted 36 manufacturing quotes worth $3.1M and 11 purchase orders over 12 months: 31% of quotes became orders, against 21% nationally. See the Indiana data.

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