Ionic Wealth Crosses $1 Billion AUM, With Laser Focus on Mid-Level Wealth Customers
Ionic Wealth, a fast-growing wealth management firm, has achieved a significant milestone by crossing $1 billion in Assets Under Management (AUM). The company’s success is being attributed to its unique focus on mid-level wealth customers, a segment often overlooked by traditional private banking and high-net-worth advisory firms. Background of Ionic Wealth’s Growth Founded with the…