Insights

Growing Client Base Center For Wealth Management has demonstrated steady expansion in its client portfolio through a disciplined investment approach, indicating strong client trust and potential for onboarding larger or more complex accounts.

Niche Market Focus Specializing in wealth management for individuals, trusts, and corporate accounts, the firm presents an opportunity to tailor financial products and services that meet the specific needs of midsize investors and corporate clients.

Technology Adoption Leveraging tools like Google Analytics, Cloudflare CDN, and Datadog shows the company’s engagement with digital infrastructure, offering avenues to introduce advanced financial technology solutions for improved client experience.

Revenue Potential With annual revenues ranging from $1 million to $10 million, there is significant scope to provide scalable financial solutions, compliance services, and growth enablement tools that support their continued financial health.

Partnership Opportunities As an affiliate of LPL Financial, the leading independent broker-dealer, there is potential to collaborate on expanding product offerings, compliance support, and innovative investment solutions tailored to their client base.

Center For Wealth Management Tech Stack

Center For Wealth Management uses 8 technology products and services including Cloudflare CDN, Microsoft 365, JSON-LD, and more. Explore Center For Wealth Management's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Microsoft 365
    Email
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Datadog
    Real User Monitoring
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

Center For Wealth Management's Email Address Formats

Center For Wealth Management uses at least 2 format(s):
Center For Wealth Management Email FormatsExamplePercentage
First@centerforwealthmanagement.comJohn@centerforwealthmanagement.com
100%
First.Last@lpl.comJohn.Doe@lpl.com
93%
First.L@lpl.comJohn.D@lpl.com
4%
F.Last@lpl.comJ.Doe@lpl.com
2%
FLast@lpl.comJDoe@lpl.com
1%

Frequently Asked Questions

Where is Center For Wealth Management's headquarters located?

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Center For Wealth Management's main headquarters is located at 4355 Ferguson Drive Suite 200 Cincinnati, Ohio 45245 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Center For Wealth Management's phone number?

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You can contact Center For Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Center For Wealth Management's official website and social media links?

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Center For Wealth Management's official website is centerforwealthmanagement.com and has social profiles on LinkedIn.

What is Center For Wealth Management's NAICS code?

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Center For Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Center For Wealth Management have currently?

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As of May 2026, Center For Wealth Management has approximately 3 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Financial Director/IFA: I. M.Weatlth Manager, Aif®: R. D.Financial Advisor: C. W.. Explore Center For Wealth Management's employee directory with LeadIQ.

What industry does Center For Wealth Management belong to?

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Center For Wealth Management operates in the Financial Services industry.

What technology does Center For Wealth Management use?

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Center For Wealth Management's tech stack includes Cloudflare CDNMicrosoft 365JSON-LDjQueryGoogle MapsDatadogGoogle AnalyticsAddThis.

What is Center For Wealth Management's email format?

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Center For Wealth Management's email format typically follows the pattern of First@centerforwealthmanagement.com. Find more Center For Wealth Management email formats with LeadIQ.

Center For Wealth Management

Financial ServicesOhio, United States2-10 Employees

The financial professionals at Center for Wealth Management provide wealth management and investment planning services for individuals, trusts, corporate and qualified pension accounts through LPL Financial.Center for Wealth  Management was founded as a financial services firm offering professional wealth management to midsize investors, primarily in our local community. Over the ensuing years our disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk.

Today we are a team of skilled professionals that uses our original concept to manage the wealth entrusted to us by individuals and corporations from coast to coast. We are proud to add that we can measure our success by the feedback we receive from our clients. Our approach has resulted in noteworthy expansion and validates that our clients are pursuing their objectives with consistency.

 We are associated with LPL Financial, the nations #1 Independent Broker/Dealer based on revenues according to Financial Planning magazine 1996-2013.

Section iconCompany Overview

Headquarters
4355 Ferguson Drive Suite 200 Cincinnati, Ohio 45245 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Center For Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Center For Wealth Management's revenue is estimated to be in the range of $1M$10M

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