2017DeborahWEllis
Finance · 1-10 Employees
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Overview
Phone Number
(805) 585-5424Website
www.deborahwellis.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About 2017DeborahWEllis
Ellis Wealth Planning is a fee-only, fiduciary financial advisory firm that provides personalized wealth management services to clients across the United States, including Utah, California, and Hawaii. The company specializes in comprehensive financial planning, focusing on wealth accumulation, retirement planning, and legacy creation, tailored to the unique goals and values of each client. With an emphasis on education and empowerment, Ellis Wealth Planning aims to guide individuals and families through their financial journeys with clarity and confidence. Led by Deborah W. Ellis, a seasoned financial planner, the firm combines time-tested principles with modern strategies to adapt to clients' evolving needs.Explore more
2017DeborahWEllis Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
2017DeborahWEllis is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
2017DeborahWEllis is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 2017DeborahWEllis.
2017DeborahWEllis Tech Stack
A closer look at the technologies used by 2017DeborahWEllis
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Ellis Wealth Planning is a fee-only, fiduciary financial advisory firm that provides personalized wealth management services to clients across the United States, including Utah, California, and Hawaii. The company specializes in comprehensive financial planning, focusing on wealth accumulation, retirement planning, and legacy creation, tailored to... Read More
