Abiding Wealth Partners

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

1101 Central Expy S Ste 175, Allen, Texa...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Apr
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Jun
ZI Rank
1
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About Abiding Wealth Partners

Abiding Wealth is a financial planning and investment management firm based in North Texas, dedicated to securing retirements and shaping legacies for its clients. The company operates as a fiduciary and employs certified financial planners to provide wise investing and personalized financial advice. Their services include estate planning and creating tailored action plans to help clients achieve both short and long-term financial goals. Abiding Wealth aims to support individuals at any stage of life through a principled, collaborative, and transparent approach to financial management.Explore more
Abiding Wealth Partners's Social MediaPopular SearchesAbiding Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

Abiding Wealth Partners Org Chart

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SH
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Client Relationship Manager

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BN
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Associate

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JJ
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Wealth Advisor & Founding Partner

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LW
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Investment Operations Specialist

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AJ
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Wealth Advisor

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MS
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Owner and Senior Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Abiding Wealth Partners

<$5M
11-50
Private
-
2020
SH
Susie HeggieClient Relationship Manager
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2021
NT
Nicholas TaylorOwner and Wealth Advisor
<$5M
1-10
Private
-
-
JH
Jonathan HoymeChief Financial Officer & Co- Awaken Wealth Partners Owner
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
11-50
Private
-
2020
MR
Madeline ReganHead of Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Abiding Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Abiding Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Abiding Wealth Partners.

Abiding Wealth Partners Tech Stack

A closer look at the technologies used by Abiding Wealth Partners

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Frequently Asked Questions Regarding Abiding Wealth Partners

What is Abiding Wealth Partners's official website?
Abiding Wealth Partners's official website is www.abidingwealth.com
What is Abiding Wealth Partners's Revenue?
Abiding Wealth Partners's revenue is <$5 Million
What is Abiding Wealth Partners's SIC code?
Abiding Wealth Partners's SIC: 62,628
What is Abiding Wealth Partners's NAICS code?
Abiding Wealth Partners's NAICS: 52,523
How many employees does Abiding Wealth Partners have?
Abiding Wealth Partners has 11-50 employees
What industry does Abiding Wealth Partners belong to?
Abiding Wealth Partners is in the industry of: Finance, Securities Trading
What is Abiding Wealth Partners competition?
Abiding Wealth Partners top competitors include: Awaken Wealth Partners, TM3 Wealth, PrairieView Wealth Partners, Ratcliff Financial Services
What technology does Abiding Wealth Partners use?
Some of the popular technologies that Abiding Wealth Partners uses are: DocuSign, Cloudflare Website Optimization, Microsoft 365, Google Tag Manager
What does Abiding Wealth Partners do?

Abiding Wealth is a financial planning and investment management firm based in North Texas, dedicated to securing retirements and shaping legacies for its clients. The company operates as a fiduciary and employs certified financial planners to provide wise investing and personalized financial advice. Their services include estate planning and creat... ing tailored action plans to help clients achieve both short and long-term financial goals. Abiding Wealth aims to support individuals at any stage of life through a principled, collaborative, and transparent approach to financial management.Read More

What are Abiding Wealth Partners social media links?
Abiding Wealth Partners Linkedin page
Is Abiding Wealth Partners a public company?
Abiding Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Abiding Wealth Partners

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