CK Wealth Management Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

8383 Wilshire Blvd Ste 800, Beverly Hill...

Phone Number

(310) 299-7547

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About CK Wealth Management Group

CK Wealth Management Group is an independent and full-service financial planning and investment management firm located in Beverly Hills, CA. The firm specializes in fee-only comprehensive financial plans and investment management services, ensuring that the best interests of their clients align with their own. They take a holistic approach to financial planning and collaborate with professionals from various disciplines to provide tailored solutions for each client's unique financial situation. CK Wealth Management is committed to delivering prompt, effective, and high-quality service while maintaining a fiduciary responsibility.Explore more
Popular SearchesCK Wealth Management Group LLCCK Wealth Management GroupSIC Code 62,628NAICS Code 52,523Show more

CK Wealth Management Group Org Chart

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Founder & Wealth Advisor

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Compare insights from companies similar to CK Wealth Management Group, 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

CK Wealth Management Grou...

<$5M
1-10
Private
-
-
CK
Cassie KangFounder & Wealth Advisor
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5.6M
11-50
Private
-
1987
Robert Wacker, Chief Sales Officer, Fractional (CSO) at Wacker Wealth Partners
Robert WackerChief Sales Officer, Fractional (CSO)
<$5M
1-10
Private
-
2016
WB
William BeezleyPrincipal and Investment Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

CK Wealth Management Group Tech Stack

A closer look at the technologies used by CK Wealth Management Group

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Frequently Asked Questions Regarding CK Wealth Management Group

What is CK Wealth Management Group's official website?
CK Wealth Management Group's official website is www.ckwmg.com
What is CK Wealth Management Group's Revenue?
CK Wealth Management Group's revenue is <$5 Million
What is CK Wealth Management Group's SIC code?
CK Wealth Management Group's SIC: 62,628
What is CK Wealth Management Group's NAICS code?
CK Wealth Management Group's NAICS: 52,523
How many employees does CK Wealth Management Group have?
CK Wealth Management Group has 1-10 employees
What industry does CK Wealth Management Group belong to?
CK Wealth Management Group is in the industry of: Finance, Securities Trading
What is CK Wealth Management Group competition?
CK Wealth Management Group top competitors include: Sherwood Investment Services, Fleurus Investment Advisory, Wacker Wealth Partners, Olympic Financial Advisors
What technology does CK Wealth Management Group use?
Some of the popular technologies that CK Wealth Management Group uses are: Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS, Sectigo
How do I contact CK Wealth Management Group?
CK Wealth Management Group contact info: Phone number: (310) 299-7547 Website: www.ckwmg.com
What does CK Wealth Management Group do?

CK Wealth Management Group is an independent and full-service financial planning and investment management firm located in Beverly Hills, CA. The firm specializes in fee-only comprehensive financial plans and investment management services, ensuring that the best interests of their clients align with their own. They take a holistic approach to fina... ncial planning and collaborate with professionals from various disciplines to provide tailored solutions for each client's unique financial situation. CK Wealth Management is committed to delivering prompt, effective, and high-quality service while maintaining a fiduciary responsibility.Read More

Is CK Wealth Management Group a public company?
CK Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about CK Wealth Management Group

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