Integrative Wealth Management Email Formats
Financial Services • 
Ormond Beach, Florida, United States • 1-10 Employees
Integrative Wealth Management Email Formats
Integrative Wealth Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@integrativewm.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@integrativewm.com | 66.7% |
{first initial}.{last name} | j.doe@integrativewm.com | 33.3% |
Key Contact at Integrative Wealth Management
Dan Waller
Senior Vice President Financial Advisor PIM Portfolio Manager
Company overview
| Headquarters | 1200 W Granada Blvd, Suite 6B, Ormond Beach, Florida 32174, US |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
About Integrative Wealth Management
Based on Florida's east coast, Integrative Wealth Management provides professional investment planning and wealth management services. Our Financial Advisors create custom portfolios built around your lifestyle, needs and goals. Allowing you to focus on what's most meaningful to you and your future. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of [AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, IA, LA, MD, MA, MI, MS, MO, NV, NH, NJ, NY, NC, OH, OK, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY] CA Insurance License: 0M08851, Resident State Florida
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Integrative Wealth Management has never raised funding before.
United Kingdom
Netherlands
Canada
Australia
Frequently asked questions
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