Brevity Wealth Solutions

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

1218 W South Jordan Pkwy Ste A1, South J...

Phone Number

(801) 988-6488

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
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Jun
ZI Rank
1
1
1
1
1
2

About Brevity Wealth Solutions

Brevity Wealth Solutions is a financial services firm based in South Jordan, UT, specializing in investments, insurance, retirement planning, and wealth management. The company aims to assist a diverse clientele, including retirees, small business owners, working professionals, and women, by providing personalized financial strategies tailored to their unique needs. With a team of experienced professionals, Brevity Wealth focuses on educating clients and simplifying the complexities of financial planning. Their structured three-step process ensures that clients' financial goals are defined, captured, and grown over time.Explore more
Brevity Wealth Solutions's Social MediaPopular SearchesBrevity Wealth SolutionsBrevity Wealth Solutions IncWealth Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Brevity Wealth Solutions Org Chart

RW
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Chief Executive Officer & Founder

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DP
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Director, Client Relations

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JR
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Client Relations Specialist

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JH
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Account Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brevity Wealth Solutions

<$5M
1-10
Private
-
2016
RW
Rodney WalkerCEO & Founder
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2017
AG
Adam GoodLpl Financial Advisor
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2016
AM
Andrew MarraDirector, Client Servicing (Marketing)
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Brevity Wealth Solutions Tech Stack

A closer look at the technologies used by Brevity Wealth Solutions

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Frequently Asked Questions Regarding Brevity Wealth Solutions

What is Brevity Wealth Solutions's official website?
Brevity Wealth Solutions's official website is www.brevitywealth.com
What is Brevity Wealth Solutions's Revenue?
Brevity Wealth Solutions's revenue is <$5 Million
What is Brevity Wealth Solutions's SIC code?
Brevity Wealth Solutions's SIC: 62,628
What is Brevity Wealth Solutions's NAICS code?
Brevity Wealth Solutions's NAICS: 52,523
How many employees does Brevity Wealth Solutions have?
Brevity Wealth Solutions has 1-10 employees
What industry does Brevity Wealth Solutions belong to?
Brevity Wealth Solutions is in the industry of: Finance, Insurance, Securities Trading
What is Brevity Wealth Solutions competition?
Brevity Wealth Solutions top competitors include: Anderson Team Financial, TRC Wealth, MassMutual, Crown Financial Partners
What technology does Brevity Wealth Solutions use?
Some of the popular technologies that Brevity Wealth Solutions uses are: Cloudflare Website Optimization, YouTube, Microsoft 365, Google Tag Manager
How do I contact Brevity Wealth Solutions?
Brevity Wealth Solutions contact info: Phone number: (801) 988-6488 Website: www.brevitywealth.com
What does Brevity Wealth Solutions do?

Brevity Wealth Solutions is a financial services firm based in South Jordan, UT, specializing in investments, insurance, retirement planning, and wealth management. The company aims to assist a diverse clientele, including retirees, small business owners, working professionals, and women, by providing personalized financial strategies tailored to t... heir unique needs. With a team of experienced professionals, Brevity Wealth focuses on educating clients and simplifying the complexities of financial planning. Their structured three-step process ensures that clients' financial goals are defined, captured, and grown over time.Read More

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

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