Boria Wealth Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

125 Lake St W Ste 213, Wayzata, Minnesot...

Phone Number

(952) 314-7900

Revenue

<$5 Million

Industry

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

About Boria Wealth Management

Boria Wealth Management specializes in personalized wealth management and financial services, offering tailored blueprints for clients at any stage of wealth building. Their services include budgeting, strategic investment decisions, and risk protection through appropriate insurance coverage and tax optimization. The company primarily targets business owners and individuals looking to secure and grow their financial assets. They are registered to sell securities in multiple states and provide free consultations to prospective clients.Explore more
Popular SearchesBoria Wealth ManagementBoria Wealth Management LtdBoria WealthBoria Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Boria Wealth Management Org Chart

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AW
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Boria Wealth Management

<$5M
1-10
Private
-
2008
AW
Anne WireOffice Manager
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
1962
LS
Lori SpildeClient Service Manager
<$5M
1-10
Private
-
2014
HW
Holly WhireClient Service Associate
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
KB
Karen BertherClient Relations Managers
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

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Activity Insights

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

What does this means?

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

Boria Wealth Management Tech Stack

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Frequently Asked Questions Regarding Boria Wealth Management

What is Boria Wealth Management's official website?
Boria Wealth Management's official website is www.boriawealth.com
What is Boria Wealth Management's Revenue?
Boria Wealth Management's revenue is <$5 Million
What is Boria Wealth Management's SIC code?
Boria Wealth Management's SIC: 62,628
What is Boria Wealth Management's NAICS code?
Boria Wealth Management's NAICS: 52,523
How many employees does Boria Wealth Management have?
Boria Wealth Management has 1-10 employees
What industry does Boria Wealth Management belong to?
Boria Wealth Management is in the industry of: Finance, Securities Trading
What is Boria Wealth Management competition?
Boria Wealth Management top competitors include: Dogwood Wealth Advisors, Ascential Wealth, Waterford Advisors, Goodrich and Associates
What technology does Boria Wealth Management use?
Some of the popular technologies that Boria Wealth Management uses are: WooCommerce, WordPress.org, PHP, Cloudflare CDN
How do I contact Boria Wealth Management?
Boria Wealth Management contact info: Phone number: (952) 314-7900 Website: www.boriawealth.com
What does Boria Wealth Management do?

Boria Wealth Management specializes in personalized wealth management and financial services, offering tailored blueprints for clients at any stage of wealth building. Their services include budgeting, strategic investment decisions, and risk protection through appropriate insurance coverage and tax optimization. The company primarily targets busin... ess owners and individuals looking to secure and grow their financial assets. They are registered to sell securities in multiple states and provide free consultations to prospective clients.Read More

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

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