AJH Wealth Management

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

13890 Bishops Dr Ste 405, Brookfield, Wi...

Phone Number

(414) 763-3867

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About AJH Wealth Management

AJH Wealth Management is an independent financial services firm that offers a range of financial planning services including retirement planning, IRA rollovers, investment management, and estate planning. The firm caters to clients at all stages of life, from young professionals to retirees, helping them create personalized financial roadmaps. Their approach emphasizes long-term relationships built on open communication and a commitment to acting in the best interest of their clients. AJH Wealth Management aims to provide trusted guidance and easy-to-understand advice to empower clients in navigating their financial futures.Explore more
AJH Wealth Management's Social MediaPopular SearchesAjh Wealth ManagementAJH Wealth Management - Your FinancialAJH Wealth Management Financial ServiceAjh Investments LLCAjh Wealth Management & Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

AJH Wealth Management Org Chart

PhoneEmail
KB
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Registered Financial Professional & Assistant

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Compare insights from companies similar to AJH Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AJH Wealth Management

<$5M
1-10
Private
-
-
KB
Kathleen BilanskyRegistered Financial Professional & Assistant
$6.5M
1-10
Private
-
2008
TP
Trista PelantExecutive Assistant
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
11-50
Private
-
2011
CC
Carole CircelliClient Relationship Manager
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

AJH Wealth Management Tech Stack

A closer look at the technologies used by AJH Wealth Management

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Frequently Asked Questions Regarding AJH Wealth Management

What is AJH Wealth Management's official website?
AJH Wealth Management's official website is www.ajhwealth.com
What is AJH Wealth Management's Revenue?
AJH Wealth Management's revenue is <$5 Million
What is AJH Wealth Management's SIC code?
AJH Wealth Management's SIC: 62,628
What is AJH Wealth Management's NAICS code?
AJH Wealth Management's NAICS: 52,523
How many employees does AJH Wealth Management have?
AJH Wealth Management has 1-10 employees
What industry does AJH Wealth Management belong to?
AJH Wealth Management is in the industry of: Finance, Securities Trading
What is AJH Wealth Management competition?
AJH Wealth Management top competitors include: Janssen Financial Management, Bell & Associates Wealth Management, Comprehensive Wealth Solutions, RocMor Financial Services
What technology does AJH Wealth Management use?
Some of the popular technologies that AJH Wealth Management uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact AJH Wealth Management?
AJH Wealth Management contact info: Phone number: (414) 763-3867 Website: www.ajhwealth.com
What does AJH Wealth Management do?

AJH Wealth Management is an independent financial services firm that offers a range of financial planning services including retirement planning, IRA rollovers, investment management, and estate planning. The firm caters to clients at all stages of life, from young professionals to retirees, helping them create personalized financial roadmaps. Thei... r approach emphasizes long-term relationships built on open communication and a commitment to acting in the best interest of their clients. AJH Wealth Management aims to provide trusted guidance and easy-to-understand advice to empower clients in navigating their financial futures.Read More

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

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