Insights

Niche Market Focus Independent Wealth Connections specializes in serving family-owned businesses and high-net-worth individuals, presenting an opportunity to offer tailored financial products and advanced wealth management solutions to a targeted, affluent client base.

Growth Potential With an estimated revenue between one and ten million dollars and a small team of 2-10 employees, the company may be seeking scalable technologies or services to expand its offerings and improve operational efficiency.

Technology Stack Use Utilizing various digital tools such as Google Maps, Facebook Pixel, and Bootstrap suggests an openness to digital marketing and web-based engagement, indicating potential for expanding digital outreach and lead acquisition services.

Competitive Landscape Compared to larger firms like Fidelity and Merrill Lynch, Independent Wealth Connections could benefit from niche branding and personalized service solutions, offering opportunities for advanced client engagement systems or brand differentiators.

Regulatory Alignment Operating through LPL Financial ensures compliance with regulatory standards and provides credibility, highlighting an opportunity for solutions that support compliance management, client documentation, and secure transaction processing.

Independent Wealth Connections Tech Stack

Independent Wealth Connections uses 8 technology products and services including AppNexus, Facebook Pixel, Modernizr, and more. Explore Independent Wealth Connections's tech stack below.

  • AppNexus
    Advertising
  • Facebook Pixel
    Analytics
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • HSTS
    Security
  • Piwik
    System Analytics & Monitoring
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks

Media & News

Independent Wealth Connections's Email Address Formats

Independent Wealth Connections uses at least 1 format(s):
Independent Wealth Connections Email FormatsExamplePercentage
First.Last@independentwealthconnections.comJohn.Doe@independentwealthconnections.com
42%
FirstLast@independentwealthconnections.comJohnDoe@independentwealthconnections.com
8%
FLast@independentwealthconnections.comJDoe@independentwealthconnections.com
8%
First.Last@independentwealthconnections.comJohn.Doe@independentwealthconnections.com
42%

Frequently Asked Questions

Where is Independent Wealth Connections's headquarters located?

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Independent Wealth Connections's main headquarters is located at 2610 North Pines Road Spokane Valley, Washington 99206 United States. The company has employees across 1 continents, including North America.

What is Independent Wealth Connections's phone number?

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You can contact Independent Wealth Connections'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 Independent Wealth Connections's official website and social media links?

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Independent Wealth Connections's official website is independentwealthconnections.com and has social profiles on LinkedIn.

What is Independent Wealth Connections's SIC code NAICS code?

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Independent Wealth Connections's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Independent Wealth Connections have currently?

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As of February 2026, Independent Wealth Connections has approximately 7 employees across 1 continents, including North America. Key team members include Financial Consultant Email: Donald.Morgan@iwealthconnect.Com: D. M.Cashier/Concierge: L. B.Click Here To Visit My Profile: D. M.. Explore Independent Wealth Connections's employee directory with LeadIQ.

What industry does Independent Wealth Connections belong to?

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Independent Wealth Connections operates in the Financial Services industry.

What technology does Independent Wealth Connections use?

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Independent Wealth Connections's tech stack includes AppNexusFacebook PixelModernizrGoogle MapsHSTSPiwikGoogle Tag ManagerBootstrap.

What is Independent Wealth Connections's email format?

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Independent Wealth Connections's email format typically follows the pattern of First.Last@independentwealthconnections.com. Find more Independent Wealth Connections email formats with LeadIQ.

When was Independent Wealth Connections founded?

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Independent Wealth Connections was founded in 2009.

Independent Wealth Connections

Financial ServicesWashington, United States2-10 Employees

The mission of Independent Wealth Connections is to deliver wealth planning and management services in a cost-effective, client-centered environment.

Independent Wealth Connections works with family-owned businesses and affluent individuals to help build, manage, preserve and transfer wealth.

Financial Planning for business owners, professionals and their families. Qualified and non-qualified retirement plans including ESOPs and 401Ks.

Securities services offered through LPL Financial, Member FINRA/SIPC

 
The financial consultants at Independent Wealth Connections are registered representatives with and, securities and advisory services offered through LPL Financial, a registered investment advisor member FINRA/SIPC.
www.finra.org and www.sipc.org

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 


Independent Wealth Connections, LLC dos not offer tax or legal advice.

Section iconCompany Overview

Headquarters
2610 North Pines Road Spokane Valley, Washington 99206 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Independent Wealth Connections's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Independent Wealth Connections's revenue is estimated to be in the range of $1M$10M

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