Ica Group Wealth Management, LLC

Ica Group Wealth Management, LLC (CRD# 311419) is a financial advisory firm headquartered in Denver, CO. They manage $1,161,142,958 in 6,308 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
2000 S. Colorado Blvd,, Annex Bldg Suite 315, Denver, CO 80222
http://www.iwealth4me.com
By the Numbers
  • Total Assets Under Management
    1,161
    MILLION
  • Total Number of Accounts
    6,308
    ACCOUNTS
  • Average Account Value
    $184,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, HI, IL, MI, MN, MT, ND, NE, SD, TX, WI, WY

Financial Advisors at Ica Group Wealth Management, LLC
Showing 11 - 18 of 18 top financial advisors.
11
Matthew Samson, financial advisor Omaha NE
Matthew Samson
CRD#: 6540931
10050 Regency Circle, Suite 533, Omaha, NE 68114

Matthew Samson (CRD# 6540931) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Omaha, NE and has over 8 years of experience in the finance industry.

12
Randy Schmidt, financial advisor Sparta MI
Randy A. Schmidt
CRD#: 2755426
33 Applewood Drive, Sparta, MI 49345

Randy Schmidt (CRD# 2755426) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Sparta, MI and has over 27 years of experience in the finance industry.

13
Laura Watson, financial advisor Denver CO
Laura B. Watson
CRD#: 6249201
2000 S. Colorado Blvd,, Annex Bldg Suite 315, Denver, CO 80222

Laura Watson (CRD# 6249201) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Denver, CO and has over 8 years of experience in the finance industry.

14
Jeremy Willson, financial advisor Tracy CA
Jeremy S. Willson
CRD#: 6408593
612 11th Street, Suite 101, Tracy, CA 95376

Jeremy Willson (CRD# 6408593) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Tracy, CA and has over 9 years of experience in the finance industry.

15
Jack Dunnigan, financial advisor Fort Collins CO
Jack D. Dunnigan
CRD#: 6661255
215 West Oak Street, Suite 700, Fort Collins, CO 80521

Jack Dunnigan (CRD# 6661255) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Fort Collins, CO and has over 3 years of experience in the finance industry.

16
Johnathon Eykyn, financial advisor Waseca MN
Johnathon P. Eykyn
CRD#: 7327314
213 15th Avenue Northeast, Waseca, MN 56093

Johnathon Eykyn (CRD# 7327314) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Waseca, MN and has over 2 years of experience in the finance industry.

17
Amanda Holmes, financial advisor Denver CO
Amanda M. Holmes
CRD#: 5763214
2000 S. Colorado Blvd,, Annex Bldg Suite 315, Denver, CO 80222

Amanda Holmes (CRD# 5763214) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Denver, CO and has over 11 years of experience in the finance industry.

18
Freeman James, financial advisor Yoakum TX
Freeman James
CRD#: 7478094
406 W Grand Avenue, Yoakum, TX 77995

Freeman James (CRD# 7478094) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Yoakum, TX and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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