Iq Wealth Management

Iq Wealth Management (CRD# 153492) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $5,401,488 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $59,357
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Iq Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Steven Jurich
CRD#: 5603973
7702 E. Doubletree Ranch Road, Suite 300, Scottsdale, AZ 85258
93
Wealthminder
score

Steven Jurich (CRD# 5603973) is an Investment Advisor Representative working at Iq Wealth Management in Scottsdale, AZ and has over 8 years of experience in the finance industry.

2
Murray R. Titterington
CRD#: 1734233
7702 E. Doubletree Ranch Road, Suite 300, Scottsdale, AZ 85258
90
Wealthminder
score

Murray Titterington (CRD# 1734233) is an Investment Advisor Representative working at Iq Wealth Management in Scottsdale, AZ and has over 15 years of experience in the finance industry. Murray Titterington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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