Advantage Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

25 S 35th St, Camp Hill, Pennsylvania, 1...

Phone Number

(717) 525-9481

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
1
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About Advantage Wealth Management

Advantage Wealth Management provides personalized financial planning and investment guidance to help clients build, grow, and protect their financial future. They cater to a diverse clientele, including retirees, small business owners, working professionals, and multi-generational families. Their services encompass retirement planning, wealth management, estate strategy, and risk management, ensuring tailored strategies for each client's unique financial situation. The firm emphasizes long-term relationships and open communication to support clients throughout their financial journeys.Explore more
Popular SearchesAdvantage Wealth Managementadvwm.comSIC Code 62,628NAICS Code 52,523Show more

Advantage Wealth Management Org Chart

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HL
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Executive Assistant

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advantage Wealth Manageme...

<$5M
1-10
Private
-
-
HL
Heather LovellExecutive Assistant
$7.1M
1-10
Private
-
2014
Kevin Scribner, Chief Financial Officer & Senior Founder at Core Financial Group
Kevin ScribnerChief Financial Officer & Senior Founder
<$5M
1-10
Private
-
-
TM
Thomas McLaurinFinancial Advisor
<$5M
1-10
Private
-
2013
SP
Stephen PhilpottManaging Director and Investment Advisor Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1979
RJ
Richard JefferyFinancial Advisor
<$5M
1-10
Private
-
1988
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Advantage Wealth Management Tech Stack

A closer look at the technologies used by Advantage Wealth Management

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Frequently Asked Questions Regarding Advantage Wealth Management

What is Advantage Wealth Management's official website?
Advantage Wealth Management's official website is www.advwm.com
What is Advantage Wealth Management's Revenue?
Advantage Wealth Management's revenue is <$5 Million
What is Advantage Wealth Management's SIC code?
Advantage Wealth Management's SIC: 62,628
What is Advantage Wealth Management's NAICS code?
Advantage Wealth Management's NAICS: 52,523
How many employees does Advantage Wealth Management have?
Advantage Wealth Management has 1-10 employees
What industry does Advantage Wealth Management belong to?
Advantage Wealth Management is in the industry of: Finance, Securities Trading
What is Advantage Wealth Management competition?
Advantage Wealth Management top competitors include: Kenwick Advisors, Cetera Advisor Networks, Financial, Core Financial Group
What technology does Advantage Wealth Management use?
Some of the popular technologies that Advantage Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Advantage Wealth Management?
Advantage Wealth Management contact info: Phone number: (717) 525-9481 Website: www.advwm.com
What does Advantage Wealth Management do?

Advantage Wealth Management provides personalized financial planning and investment guidance to help clients build, grow, and protect their financial future. They cater to a diverse clientele, including retirees, small business owners, working professionals, and multi-generational families. Their services encompass retirement planning, wealth manag... ement, estate strategy, and risk management, ensuring tailored strategies for each client's unique financial situation. The firm emphasizes long-term relationships and open communication to support clients throughout their financial journeys.Read More

Is Advantage Wealth Management a public company?
Advantage Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Advantage Wealth Management

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