Centrix Wealth Partners

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1177 West Loop S Ste 1515, Houston, Texa...

Phone Number

(281) 582-0241

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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About Centrix Wealth Partners

Centrix Wealth Partners is a financial advisory firm based in Houston, TX, dedicated to helping clients navigate complex financial situations and transitions. They serve a diverse clientele, including executives in transition, business owners, widows, and individuals and families, by providing personalized wealth management services. The firm emphasizes building strong relationships with clients to create tailored financial plans that address their unique needs and goals. Through their Centrix Wealth 360 Process, they aim to empower clients to confidently move forward in their financial journeys.Explore more
Centrix Wealth Partners's Social MediaPopular SearchesCentrix Wealth PartnersCentrixCentrix Wealth Partners LLCCentrix AsSIC Code 62,628NAICS Code 52,523Show more

Centrix Wealth Partners Org Chart

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CR
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Centrix Wealth Partners

<$5M
1-10
Private
-
1993
CR
Cher RudolphiBranch Manager
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
RS
Richard SchooleyFinancial Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Centrix Wealth Partners Tech Stack

A closer look at the technologies used by Centrix Wealth Partners

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Frequently Asked Questions Regarding Centrix Wealth Partners

What is Centrix Wealth Partners's official website?
Centrix Wealth Partners's official website is www.centrixwp.com
What is Centrix Wealth Partners's Revenue?
Centrix Wealth Partners's revenue is <$5 Million
What is Centrix Wealth Partners's SIC code?
Centrix Wealth Partners's SIC: 62,628
What is Centrix Wealth Partners's NAICS code?
Centrix Wealth Partners's NAICS: 52,523
How many employees does Centrix Wealth Partners have?
Centrix Wealth Partners has 1-10 employees
What industry does Centrix Wealth Partners belong to?
Centrix Wealth Partners is in the industry of: Finance, Securities Trading
What is Centrix Wealth Partners competition?
Centrix Wealth Partners top competitors include: Reynolds Wealth Management, Copper Canyon Wealth Management, Dogwood Wealth Advisors, Rogers Financial Group
What technology does Centrix Wealth Partners use?
Some of the popular technologies that Centrix Wealth Partners uses are: reCAPTCHA, Ruxit, Google Universal Analytics, Enom DNS Hosting
How do I contact Centrix Wealth Partners?
Centrix Wealth Partners contact info: Phone number: (281) 582-0241 Website: www.centrixwp.com
What does Centrix Wealth Partners do?

Centrix Wealth Partners is a financial advisory firm based in Houston, TX, dedicated to helping clients navigate complex financial situations and transitions. They serve a diverse clientele, including executives in transition, business owners, widows, and individuals and families, by providing personalized wealth management services. The firm empha... sizes building strong relationships with clients to create tailored financial plans that address their unique needs and goals. Through their Centrix Wealth 360 Process, they aim to empower clients to confidently move forward in their financial journeys.Read More

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

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