Collins Wealth Management

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

2153 Chuckwagon Rd Ste 201, Colorado Spr...

Phone Number

(719) 590-7800

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Collins Wealth Management

CWM is an independent branch of Geneos Wealth Management, a Registered Broker Dealer and Registered Investment Advisor, based in Centennial, CO. The technological efficiencies of the Geneos back office support combined with access to two of the nation's largest and most respected clearing firms (Pershing and National Financial) provides unparalleled service to Collins Wealth Management representatives and their clients. Through these affiliations, CWM is able to provide all the products and services usually associated with larger corporations yet remain focused on the personal relationships and individual needs of our clients. CWM has access to virtually all products and services available in today's market place. We have no obligation to market in-house or proprietary products or services. We take full advantage of independent third party due diligence resources and perform our own in-depth research to provide clients with products and services that best suits their individual needs.Read more
Collins Wealth Management's Social MediaPopular SearchesCollins Wealth Management IncCollins Wealth ManagementCollins Wealth Management CorpCollins WealthmanagementCollins Wealth Management - FinancialSIC Code 62,628NAICS Code 52,523Show more

Collins Wealth Management Org Chart

PhoneEmail
DD
United States flag for contact location.

Coordinator

PhoneEmail
CA
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Collins Wealth Management

<$5M
1-10
Private
-
2006
DD
Dara DietzCoordinator
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2011
ND
Nikki DubeRelationship Manager
<$5M
1-10
Private
-
-
NC
Nicholas CarrDirector, Operations
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Collins Wealth Management Tech Stack

A closer look at the technologies used by Collins Wealth Management

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Frequently Asked Questions Regarding Collins Wealth Management

What is Collins Wealth Management's official website?
Collins Wealth Management's official website is www.collinswealth.com
What is Collins Wealth Management's Revenue?
Collins Wealth Management's revenue is <$5 Million
What is Collins Wealth Management's SIC code?
Collins Wealth Management's SIC: 62,628
What is Collins Wealth Management's NAICS code?
Collins Wealth Management's NAICS: 52,523
How many employees does Collins Wealth Management have?
Collins Wealth Management has 1-10 employees
What industry does Collins Wealth Management belong to?
Collins Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Collins Wealth Management competition?
Collins Wealth Management top competitors include: Sterling Total Wealth Solutions, Dowd Financial Group, Antaeus Wealth Advisors, horatio-st-wealth
What technology does Collins Wealth Management use?
Some of the popular technologies that Collins Wealth Management uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Collins Wealth Management?
Collins Wealth Management contact info: Phone number: (719) 590-7800 Website: www.collinswealth.com
What does Collins Wealth Management do?

CWM is an independent branch of Geneos Wealth Management, a Registered Broker Dealer and Registered Investment Advisor, based in Centennial, CO. The technological efficiencies of the Geneos back office support combined with access to two of the nation's largest and most respected clearing firms (Pershing and National Financial) provides unparallele... d service to Collins Wealth Management representatives and their clients. Through these affiliations, CWM is able to provide all the products and services usually associated with larger corporations yet remain focused on the personal relationships and individual needs of our clients. CWM has access to virtually all products and services available in today's market place. We have no obligation to market in-house or proprietary products or services. We take full advantage of independent third party due diligence resources and perform our own in-depth research to provide clients with products and services that best suits their individual needs. Our mission is to partner with our clients to develop and grow their financial plan, thus providing peace of mind and quality of life. We work to add value and build trust by striving for excellence in communication and execution of the financial plan.Read More

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

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