Wealth Management, Inc

Financial Services • Little Rock, Arkansas, United States • 1-10 Employees

Company overview

Headquarters	2311 Biscayne Dr, Little Rock, Arkansas 72227, US
Phone number	+15012174069
Websites	canistillretire.com thewealthmanagementteam.com
NAICS	52
SIC	874
Keywords	Asset Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Wealth Planning
Founded	1985
Employees	1-10
Socials

Key Contact at Wealth Management, Inc

Rob Holdford

CEO and Senior Wealth Advisor

Wealth Management, Inc Email Formats

Wealth Management, Inc uses 1 email format. The most common is {first name} (e.g., john@canistillretire.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@canistillretire.com	100%

About Wealth Management, Inc

Wealth Management's Mission To inspire and empower our clients to achieve True Wealth, free of worry and regret, through a unique combination of wealth planning, asset management and life coaching, called LIFEonomics™. Investment Adviser Representative offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. ( http://www.finra.org/ http://www.sipc.org/ ) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Institutional Alliance, a division of CWM, LLC, is a nationwide partnership of advisors. Registered branch: 2311 Biscayne Dr. Ste. 140, Little Rock, AR. For a list of states in which I am/we are registered to do business please visit: http://www.canistillretire.com

Wealth Management, Inc revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Wealth Management, Inc has never raised funding before.

Frequently asked questions

Wealth Management, Inc is located in Little Rock, Arkansas, US.

You can reach Wealth Management, Inc at +15012174069.

Wealth Management, Inc was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

Wealth Management, Inc has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wealth Management, Inc

Rob Holdford

CEO and Senior Wealth Advisor

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