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Yuma & Imperial Valley Wealth Management

Yuma & Imperial Valley Wealth Management Email Formats

Financial ServicesFlag of USYuma, Arizona, United States11-20 Employees

Yuma & Imperial Valley Wealth Management Email Formats

Yuma & Imperial Valley Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@yivwm.com), used 84.2% of the time.

FormatExamplePercentage
{first name}
john@yivwm.com
84.2%
{first initial}
j@yivwm.com
15.8%

Key Contacts at Yuma & Imperial Valley Wealth Management

Flag of US

Tom Rush

Founder/Wealth Advisor

Flag of US

Alisha Dupee

Director Of First Impressions

Company overview

Headquarters182 E 16th St, Yuma, Arizona 85364, US
Phone number+19283291700
Websites
NAICS52
Keywords
Stocks, Investment, Bonds, Retirement Planning, Financial Planning, Mutual Funds, Social Security Planning, ETF, College Saving
Founded2001
Employees11-20
Socials

About Yuma & Imperial Valley Wealth Management

At Yuma & Imperial Valley Wealth Management, we are committed to helping our clients plan for their financial security. Our goal is to assist our clients in creating and protecting wealth, ultimately striving for financial independence. Our team will assist you in working towards your goals through education, communication and exceptional service. The firm provides wealth planning services for individuals, businesses, corporations, trusts and retirement accounts. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Yuma & Imperial Valley Wealth Management has 11 employees across 4 departments.

Departments

Number of employees

Funding Data

Yuma & Imperial Valley Wealth Management has never raised funding before.

Frequently asked questions

Yuma & Imperial Valley Wealth Management is located in Yuma, Arizona, US.
You can reach Yuma & Imperial Valley Wealth Management at +19283291700.
Yuma & Imperial Valley Wealth Management was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.
Yuma & Imperial Valley Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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