Basin Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2103 Whitney Dr, Midland, Texas, 79705, ...

Phone Number

(432) 349-3706

Revenue

<$5 Million

Industry

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

About Basin Wealth Management

Basin Wealth Management specializes in wealth management and tax planning, offering services to clients with significant portfolios, typically $1 million or more. Led by Derek Robinett, a Chartered Financial Analyst and Certified Public Accountant, the firm focuses on helping clients navigate the complexities of wealth and taxes to maximize their financial outcomes. The company primarily serves clients in the Permian Basin and throughout Texas, particularly self-employed individuals and small business owners. With a commitment to personalized service and a tax-savvy approach, Basin Wealth Management aims to keep more of clients' hard-earned money in their pockets.Explore more
Basin Wealth Management's Social MediaPopular SearchesBasin Wealth ManagementBasin Wealth Management LLCWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Basin Wealth Management Org Chart

PhoneEmail
JM
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Office Manager

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Compare Similar Companies to Basin Wealth Management

Compare insights from companies similar to Basin 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

Basin Wealth Management

<$5M
1-10
Private
-
2016
JM
Jana ManleyOffice Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2014
ML
Michael LiangCertified Financial Planner & Professional
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
CC
Christopher CullinaChief Compliance Officer
<$5M
11-50
Private
-
2014
AW
Amanda WolfeOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Basin Wealth Management Tech Stack

A closer look at the technologies used by Basin Wealth Management

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Frequently Asked Questions Regarding Basin Wealth Management

What is Basin Wealth Management's official website?
Basin Wealth Management's official website is www.basinwealth.com
What is Basin Wealth Management's Revenue?
Basin Wealth Management's revenue is <$5 Million
What is Basin Wealth Management's SIC code?
Basin Wealth Management's SIC: 62,628
What is Basin Wealth Management's NAICS code?
Basin Wealth Management's NAICS: 52,523
How many employees does Basin Wealth Management have?
Basin Wealth Management has 1-10 employees
What industry does Basin Wealth Management belong to?
Basin Wealth Management is in the industry of: Finance, Securities Trading
What is Basin Wealth Management competition?
Basin Wealth Management top competitors include: Fountainhead Wealth, Heritage Family Offices, Radnor Financial Advisors, Pillar Wealth Management
What technology does Basin Wealth Management use?
Some of the popular technologies that Basin Wealth Management uses are: WordPress.org, Cloudflare Website Optimization, Enom DNS Hosting, Microsoft 365
How do I contact Basin Wealth Management?
Basin Wealth Management contact info: Phone number: (432) 349-3706 Website: www.basinwealth.com
What does Basin Wealth Management do?

Basin Wealth Management specializes in wealth management and tax planning, offering services to clients with significant portfolios, typically $1 million or more. Led by Derek Robinett, a Chartered Financial Analyst and Certified Public Accountant, the firm focuses on helping clients navigate the complexities of wealth and taxes to maximize their f... inancial outcomes. The company primarily serves clients in the Permian Basin and throughout Texas, particularly self-employed individuals and small business owners. With a commitment to personalized service and a tax-savvy approach, Basin Wealth Management aims to keep more of clients' hard-earned money in their pockets.Read More

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

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