Brumbaugh Wealth Management
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Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

760 Constitution Dr Ste 100, Exton, Penn...

Phone Number

(610) 458-2495

Revenue

<$5 Million

Industry

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

Brumbaugh Wealth Management is a fully-independent financial planning firm in Exton, PA, offering a suite of services for investors. From helping individuals and business owners to retirees, Brumbaugh Wealth Management is committed to helping individuals accumulate and expand their financial achievements. Services include Individual and Family Planning, Investment Advisory Services, Retirement Planning, Estate Planning and Wealth Transfer, Special Needs Family Planning Strategies, Tax Reduction and Insurance Strategies, Business Owner Planning and Corporate Benefit Strategies. www.brumbaughwealth.comExplore more
Brumbaugh Wealth Management's Social MediaPopular SearchesBrumbaugh Wealth ManagementBrumbaugh Wealth Management LLCBenefits Group LLCBrumbaugh Wealthbrumbaughwealth.comSIC Code 62,628NAICS Code 52,523Show more

Brumbaugh Wealth Management Org Chart

Kimberly Brumbaugh, Founder & Chief Executive Officer at Brumbaugh Wealth Management
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Founder & Chief Executive Officer

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CM
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Director, Financial Planning

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KN
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Financial Professional & Associate

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AS
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Financial Planner

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LW
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Financial Advisor

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Compare Similar Companies to Brumbaugh Wealth Management

Compare insights from companies similar to Brumbaugh 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

Brumbaugh Wealth Manageme...

<$5M
1-10
Private
-
2004
Kimberly Brumbaugh, Founder & Chief Executive Officer at Brumbaugh Wealth Management
Kimberly BrumbaughFounder & CEO
$5.8M
11-50
Private
-
-
DR
Douglas RichmondDirector, Sagemark Consulting Private Wealth Services
<$5M
11-50
Private
<$5M
1988
JM
Joshua MarriottDirector, Wealth Management Services
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
RP
Ric PinolaFinancial Professional
<$5M
1-10
Private
<$5M
2010
AF
Alexander FarrDirector, Client Relations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Brumbaugh Wealth Management Tech Stack

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Brumbaugh Wealth Management News & Media

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Frequently Asked Questions Regarding Brumbaugh Wealth Management

What is Brumbaugh Wealth Management's official website?
Brumbaugh Wealth Management's official website is www.brumbaughwealth.com
What is Brumbaugh Wealth Management's Revenue?
Brumbaugh Wealth Management's revenue is <$5 Million
What is Brumbaugh Wealth Management's SIC code?
Brumbaugh Wealth Management's SIC: 62,628
What is Brumbaugh Wealth Management's NAICS code?
Brumbaugh Wealth Management's NAICS: 52,523
How many employees does Brumbaugh Wealth Management have?
Brumbaugh Wealth Management has 1-10 employees
What industry does Brumbaugh Wealth Management belong to?
Brumbaugh Wealth Management is in the industry of: Finance, Securities Trading
What is Brumbaugh Wealth Management competition?
Brumbaugh Wealth Management top competitors include: Grossman Financial Planning Group, ricpinola.com, Wealth By Design, Siller & Cohen Family Wealth Advisors
What technology does Brumbaugh Wealth Management use?
Some of the popular technologies that Brumbaugh Wealth Management uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Brumbaugh Wealth Management?
Brumbaugh Wealth Management contact info: Phone number: (610) 458-2495 Website: www.brumbaughwealth.com
What does Brumbaugh Wealth Management do?

Brumbaugh Wealth Management is a fully-independent financial planning firm in Exton, PA, offering a suite of services for investors. From helping individuals and business owners to retirees, Brumbaugh Wealth Management is committed to helping individuals accumulate and expand their financial achievements. Services include Individual and Family Plan... ning, Investment Advisory Services, Retirement Planning, Estate Planning and Wealth Transfer, Special Needs Family Planning Strategies, Tax Reduction and Insurance Strategies, Business Owner Planning and Corporate Benefit Strategies. www.brumbaughwealth.comRead More

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

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