Baldridge Wealth Management

Finance · Wisconsin, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2810 S Calhoun Rd, New Berlin, Wisconsin...

Phone Number

(414) 420-4200

Revenue

<$5 Million

Industry

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

About Baldridge Wealth Management

Baldridge Wealth Management provides a comprehensive range of financial services aimed at helping individuals and businesses in the greater Milwaukee area achieve their personal and financial goals. Their offerings include investment planning, debt management, estate planning, tax planning, education funding, and insurance planning. Led by certified financial planner Brad Baldridge, the firm specializes in tailored financial strategies to ensure clients reach their desired financial outcomes. With over twenty years of experience, they focus on guiding clients towards financial independence and effective wealth management.Explore more
Baldridge Wealth Management's Social MediaPopular SearchesBaldridge Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Baldridge Wealth Management Org Chart

PhoneEmail
KB
United States flag for contact location.

Client Relations Managers

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Baldridge Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Baldridge Wealth Management

Compare insights from companies similar to Baldridge 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

Baldridge Wealth Manageme...

<$5M
1-10
Private
-
-
KB
Karen BertherClient Relations Managers
<$5M
11-50
Private
-
1998
LC
Leon ColafrancescoPresident & Chief Compliance Officer
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Baldridge Wealth Management Tech Stack

A closer look at the technologies used by Baldridge Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Baldridge Wealth Management

What is Baldridge Wealth Management's official website?
Baldridge Wealth Management's official website is www.baldridgewealthmanagement.com
What is Baldridge Wealth Management's Revenue?
Baldridge Wealth Management's revenue is <$5 Million
What is Baldridge Wealth Management's SIC code?
Baldridge Wealth Management's SIC: 62,628
What is Baldridge Wealth Management's NAICS code?
Baldridge Wealth Management's NAICS: 52,523
How many employees does Baldridge Wealth Management have?
Baldridge Wealth Management has 1-10 employees
What industry does Baldridge Wealth Management belong to?
Baldridge Wealth Management is in the industry of: Finance, Securities Trading
What is Baldridge Wealth Management competition?
Baldridge Wealth Management top competitors include: Copper Canyon Wealth Management, Goodrich and Associates, Vertex Capital Advisors, Seamount Financial Group
What technology does Baldridge Wealth Management use?
Some of the popular technologies that Baldridge Wealth Management uses are: WordPress.org, PHP, Google Font API, Google Tag Manager
How do I contact Baldridge Wealth Management?
Baldridge Wealth Management contact info: Phone number: (414) 420-4200 Website: www.baldridgewealthmanagement.com
What does Baldridge Wealth Management do?

Baldridge Wealth Management provides a comprehensive range of financial services aimed at helping individuals and businesses in the greater Milwaukee area achieve their personal and financial goals. Their offerings include investment planning, debt management, estate planning, tax planning, education funding, and insurance planning. Led by certifie... d financial planner Brad Baldridge, the firm specializes in tailored financial strategies to ensure clients reach their desired financial outcomes. With over twenty years of experience, they focus on guiding clients towards financial independence and effective wealth management.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.