Caleo Wealth Management

Finance · North Carolina, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

124 S Main St, Mount Holly, North Caroli...

Phone Number

(704) 827-3151

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Caleo Wealth Management

MT HOLLY, NC 28120 Winston Salem, NC 27127 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC . Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Caleo Wealth Management, LLC and Cambridge are not affiliated. This communication is intended strictly for individuals living in NC,SC,VA,GA and PA. No offers can be made or accepted from any resident living outside the states listed.Explore more
Caleo Wealth Management's Social MediaPopular SearchesCaleo Wealth Management LLCCaleo Wealth ManagementCaleo Wealth Management, MountWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Caleo Wealth Management Org Chart

PhoneEmail
Michael Holdenrid, Owner at Caleo Wealth Management
United States flag for contact location.

Owner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Caleo Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Caleo Wealth Management

Compare insights from companies similar to Caleo 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

Caleo Wealth Management

<$5M
1-10
Private
-
2013
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.1M
1-10
Private
-
2006
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
2012
BF
Bobbi FordExecutive Assistant To Managing Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Caleo Wealth Management Tech Stack

A closer look at the technologies used by Caleo Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Caleo Wealth Management

What is Caleo Wealth Management's official website?
Caleo Wealth Management's official website is www.caleowealth.com
What is Caleo Wealth Management's Revenue?
Caleo Wealth Management's revenue is <$5 Million
What is Caleo Wealth Management's SIC code?
Caleo Wealth Management's SIC: 62,628
What is Caleo Wealth Management's NAICS code?
Caleo Wealth Management's NAICS: 52,523
How many employees does Caleo Wealth Management have?
Caleo Wealth Management has 1-10 employees
What industry does Caleo Wealth Management belong to?
Caleo Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Caleo Wealth Management competition?
Caleo Wealth Management top competitors include: Beacon Financial Partners, Ratcliff Financial Services, Holliger Financial Consultants, Private Wealth Management
What technology does Caleo Wealth Management use?
Some of the popular technologies that Caleo Wealth Management uses are: Microsoft 365, Mimecast, Microsoft Exchange Online
How do I contact Caleo Wealth Management?
Caleo Wealth Management contact info: Phone number: (704) 827-3151 Website: www.caleowealth.com
What does Caleo Wealth Management do?

MT HOLLY, NC 28120 Winston Salem, NC 27127 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC . Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Caleo Wealth Management, LLC and Cambridge are not affiliated... . This communication is intended strictly for individuals living in NC,SC,VA,GA and PA. No offers can be made or accepted from any resident living outside the states listed.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.