Brookshire Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

4450 Belden Village St NW Ste 601, Canto...

Phone Number

(330) 453-3991

Revenue

<$5 Million

Industry

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

About Brookshire Wealth Management

Brookshire Wealth Management is a locally owned and independent registered investment advisor (RIA) that provides a range of financial services including investment management, tax management, estate planning, retirement strategies, and financial coaching. Their experienced team is dedicated to guiding clients through various stages of their financial journey, whether they are just starting out or reimagining their retirement. The firm emphasizes personalized service and fiduciary responsibility, ensuring that each client's unique goals are prioritized. Brookshire Wealth Management aims to replace financial anxiety with confidence, helping clients navigate the complexities of finance.Explore more
Brookshire Wealth Management's Social MediaPopular SearchesBrookshire Wealth ManagementBrookshire Financial Group IncBrookshire Financial GroupBrookshire Financial Group LLCBrookshire Investment Group IncSIC Code 62,628NAICS Code 52,523Show more

Brookshire Wealth Management Org Chart

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Chief Investment Officer

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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brookshire Wealth Managem...

<$5M
1-10
Private
-
2002
BD
Bruce DiPietroChief Investment Officer
$5.2M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
11-50
Private
-
2002
FC
Franklin ChristophersManaging Director
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2020
AB
Andrew BastianFinancial Advisor
<$5M
1-10
Private
-
2003
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Brookshire Wealth Management Tech Stack

A closer look at the technologies used by Brookshire Wealth Management

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Frequently Asked Questions Regarding Brookshire Wealth Management

What is Brookshire Wealth Management's official website?
Brookshire Wealth Management's official website is www.brookshirewealth.com
What is Brookshire Wealth Management's Revenue?
Brookshire Wealth Management's revenue is <$5 Million
What is Brookshire Wealth Management's SIC code?
Brookshire Wealth Management's SIC: 62,628
What is Brookshire Wealth Management's NAICS code?
Brookshire Wealth Management's NAICS: 52,523
How many employees does Brookshire Wealth Management have?
Brookshire Wealth Management has 1-10 employees
What industry does Brookshire Wealth Management belong to?
Brookshire Wealth Management is in the industry of: Finance, Securities Trading
What is Brookshire Wealth Management competition?
Brookshire Wealth Management top competitors include: Bastian Financial, Copper Canyon Wealth Management, TRSS Wealth Management, Stone Wealth Management
What technology does Brookshire Wealth Management use?
Some of the popular technologies that Brookshire Wealth Management uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact Brookshire Wealth Management?
Brookshire Wealth Management contact info: Phone number: (330) 453-3991 Website: www.brookshirewealth.com
What does Brookshire Wealth Management do?

Brookshire Wealth Management is a locally owned and independent registered investment advisor (RIA) that provides a range of financial services including investment management, tax management, estate planning, retirement strategies, and financial coaching. Their experienced team is dedicated to guiding clients through various stages of their financ... ial journey, whether they are just starting out or reimagining their retirement. The firm emphasizes personalized service and fiduciary responsibility, ensuring that each client's unique goals are prioritized. Brookshire Wealth Management aims to replace financial anxiety with confidence, helping clients navigate the complexities of finance.Read More

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

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