Blake Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

201 W Virginia St Ste 102, Mc Kinney, Te...

Phone Number

(972) 426-7237

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Blake Wealth Management

Blake Wealth Management is a financial planning firm located in McKinney, Texas, specializing in retirement planning, tax planning, and investment management for women aged 55 and older. The firm caters to clients who may be single by choice, divorced, or widowed, addressing their unique financial planning needs. Services include Social Security timing, retirement income strategies, healthcare and longevity planning, and estate planning. The firm aims to simplify the decision-making process for its clients, helping them take control of their financial future.Explore more
Blake Wealth Management's Social MediaPopular SearchesBlake Wealth ManagementBlake Wealth Management EventsSIC Code 62,628NAICS Code 52,523Show more

Blake Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blake Wealth Management

<$5M
1-10
Private
-
2020
DB
Dawn BlakeDirector of Impressions
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
1-10
Private
-
-
JS
John SiudaCo-Founder & Wealth Advisor
<$5M
11-50
Private
-
2022
AC
Adilene CalixtroManager, Client Services
<$5M
1-10
Private
-
1960
CL
Christopher LococoFinancial Wealth Advisor
<$5M
1-10
Private
-
2020
JB
Justin BodnarCo-Founder & Vice President
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Blake Wealth Management Tech Stack

A closer look at the technologies used by Blake Wealth Management

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Frequently Asked Questions Regarding Blake Wealth Management

What is Blake Wealth Management's official website?
Blake Wealth Management's official website is www.blakewealthmanagement.com
What is Blake Wealth Management's Revenue?
Blake Wealth Management's revenue is <$5 Million
What is Blake Wealth Management's SIC code?
Blake Wealth Management's SIC: 62,628
What is Blake Wealth Management's NAICS code?
Blake Wealth Management's NAICS: 52,523
How many employees does Blake Wealth Management have?
Blake Wealth Management has 1-10 employees
What industry does Blake Wealth Management belong to?
Blake Wealth Management is in the industry of: Finance, Securities Trading
What is Blake Wealth Management competition?
Blake Wealth Management top competitors include: Afia Wealth Management, Aurora Private Wealth, Meert/Zoller Financial Group, Grove Wealth Advisors
What technology does Blake Wealth Management use?
Some of the popular technologies that Blake Wealth Management uses are: Google Cloud Web Serving, Google Cloud Platform, Google Font API, Microsoft 365
How do I contact Blake Wealth Management?
Blake Wealth Management contact info: Phone number: (972) 426-7237 Website: www.blakewealthmanagement.com
What does Blake Wealth Management do?

Blake Wealth Management is a financial planning firm located in McKinney, Texas, specializing in retirement planning, tax planning, and investment management for women aged 55 and older. The firm caters to clients who may be single by choice, divorced, or widowed, addressing their unique financial planning needs. Services include Social Security ti... ming, retirement income strategies, healthcare and longevity planning, and estate planning. The firm aims to simplify the decision-making process for its clients, helping them take control of their financial future.Read More

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

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