CIC Wealth LLC
Legal Name: CIC WEALTH, LLC
Other Info
CIC Wealth, LLC is a Delaware-based limited liability company with 13 employees, 11 of whom are in advisory roles. Although the number of clients they serve is unknown, their most recent SEC status report is approved, dated November 2, 2017.
Community Whealth
Health & Wealth are so interconnected, how do you manage one without the other? You shouldn't. That's why we won't. Ask us how we are helping our clients to understand this connection in a way that empowers them to live more confident, fulfilled, and engaged lives?
Professional Financial Advisors Rockville, MD - CIC Wealth - Financial Planner
Our professional financial advisors and financial planners in Rockville MD, Owings Mills MD, and the Washington D.C. area have the training, education, and background to meet your strategic goals. Call us today!
Professional Financial Advisors Rockville, MD - CIC Wealth - Financial Planner
Our professional financial advisors and financial planners in Rockville MD, Owings Mills MD, and the Washington D.C. area have the training, education, and background to meet your strategic goals. Call us today!
Direct Owners
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ANDREW BRIAN GOODMAN
CHIEF INVESTMENT OFFICER owns less than 5%
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CIC WEALTH HOLDINGS, LLC
MANAGING MEMBER owns 75% or more
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FRANK CHRIS CAPPADORA
MANAGING PARTNER owns less than 5%
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MICHAEL BRETT FEIN
PRESIDENT owns less than 5%
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RYAN BRUCE WIBBERLEY
CHIEF COMPLIANCE OFFICER AND CEO owns less than 5%
Indirect Owners
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CIC WEALTH MANAGEMENT GROUP, INC.
OWNER owns more than 25% but less than 50%
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MICHAEL B. FEIN, INC.
OWNER owns more than 25% but less than 50%
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MICHAEL BRETT FEIN
OWNER owns 75% or more
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RYAN BRUCE WIBBERLEY
OWNER owns 75% or more
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ALCHEMY HOLDINGS, LLC
OWNER owns 75% or more