Core Wealth Management (Tulsa, OK)

Financial Services • Tulsa, Oklahoma, United States • 1-10 Employees

Company overview

Headquarters	Tulsa, Oklahoma, United States
Phone number	+19187751040
Website	corewealthmanagement.net
NAICS	52
Keywords	Investments, Budgeting, 401K, Wealth Management, Roth Ira, Life Insurance, Wills, Retirement, Savings, Special Needs, Debt, College Savings, 403B, Young Families, Financial Advisement, ESA, 529, Pre-Retirees
Founded	2017
Employees	1-10

Core Wealth Management (Tulsa, OK) Email Formats

Core Wealth Management (Tulsa, OK) uses 1 email format. The most common is {first initial} (e.g., j@corewealthmanagement.net), used 100% of the time.

Format	Example	Percentage
{first initial}	j@corewealthmanagement.net	100%

About Core Wealth Management (Tulsa, OK)

Plan. Monitor. Grow. We succeed by providing excellent client service and experienced advice to individuals, families, and businesses in many facets of tax and financial planning. We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication. We work with clients in every phase of their financial lives to reach a mutual agreement on every detail of the financial planning process. Visit our website for important disclosures.

Core Wealth Management (Tulsa, OK) revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Funding Data

Core Wealth Management (Tulsa, OK) has never raised funding before.

Core Wealth Management (Tulsa, OK) Tech Stack

Discover the technologies and tools that power Core Wealth Management (Tulsa, OK)'s digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

Amazon Web Services

PaaS

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Express

Web frameworks

Frequently asked questions

Core Wealth Management (Tulsa, OK) is located in Tulsa, Oklahoma, US.

You can reach Core Wealth Management (Tulsa, OK) at +19187751040.

Core Wealth Management (Tulsa, OK) was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Core Wealth Management (Tulsa, OK) has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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