Ivy Wealth Partners Email Formats

Financial Services • Jack Jouett, Virginia, United States • 1-10 Employees

Key Contacts at Ivy Wealth Partners

Alexander Howell

Partner - Director Of Wealth Management

Martin Couric

Wealth Management Advisor And Founder

Jacob Penny

Wealth Management Advisor & Co-Founder

Sydney Smith

Director Of Marketing And Client Services

Company overview

Headquarters	501 Faulconer Dr, Suite 2D, Charlottesville, Virginia 22903, US
Phone number	+14131693
Websites	nm.com ivywealthpartners.nm.com
NAICS	52
Founded	2024
Employees	1-10
Socials

About Ivy Wealth Partners

Our mission is to help clients simplify financial planning; so, their goals are accomplished as they journey through life. As a client, you gain a strategic partner to help you review current strategies, find customized solutions, and hold you accountable to your vision for the future. You and your family have our continued commitment to serve, grow, and evolve as their needs do too.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Director

Employees by Department

Ivy Wealth Partners has 6 employees across 1 departments.

Departments

Number of employees

Funding Data

Ivy Wealth Partners has never raised funding before.

Frequently asked questions

Ivy Wealth Partners is located in Jack Jouett, Virginia, US.

You can reach Ivy Wealth Partners at +14131693.

Ivy Wealth Partners was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Ivy Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.