Columbia Wealth Management

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

8000 NE Parkway Dr Ste 150, Vancouver, W...

Phone Number

(888) 892-4012

Revenue

<$5 Million

Industry

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

About Columbia Wealth Management

Columbia Wealth Management is an independent financial services firm based in the Pacific Northwest, known for its high level of customer satisfaction. Founded by Columbia Insurance Group in 1952, the firm focuses on aligning its interests with clients to achieve extraordinary financial results. They offer a personalized financial advisement process that includes establishing relationships, gathering data, evaluating financial status, and monitoring portfolio progress. Columbia Wealth Management is currently accepting new clients and aims to empower them through tailored financial plans.Explore more
Columbia Wealth Management's Social MediaPopular SearchesColumbia Wealth ManagementColumbia Group Wealth ManagementColumbia Group Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Columbia Wealth Management Org Chart

PhoneEmail
RP
United States flag for contact location.

Private Bank Market Leader

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Compare Similar Companies to Columbia Wealth Management

Compare insights from companies similar to Columbia 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

Columbia Wealth Managemen...

<$5M
1-10
Private
-
2015
RP
Ronald PolluconiPrivate Bank Market Leader
$9.8M
11-50
Private
-
2013
LG
Lisa GeiserDirector, Client Engagement & Senior Relationship Manager
<$5M
11-50
Private
-
1971
ZC
Zikun CaiFinancial Planner
<$5M
1-10
Private
-
2003
KT
Kimberly TuckerRegistered Client Service Associate
<$5M
1-10
Private
-
-
DJ
Danielle JelicClient Services Assistant
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Columbia Wealth Management Tech Stack

A closer look at the technologies used by Columbia Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Columbia Wealth Management

What is Columbia Wealth Management's official website?
Columbia Wealth Management's official website is www.columbiagroupwm.com
What is Columbia Wealth Management's Revenue?
Columbia Wealth Management's revenue is <$5 Million
What is Columbia Wealth Management's SIC code?
Columbia Wealth Management's SIC: 62,628
What is Columbia Wealth Management's NAICS code?
Columbia Wealth Management's NAICS: 52,523
How many employees does Columbia Wealth Management have?
Columbia Wealth Management has 1-10 employees
What industry does Columbia Wealth Management belong to?
Columbia Wealth Management is in the industry of: Finance, Securities Trading
What is Columbia Wealth Management competition?
Columbia Wealth Management top competitors include: JLB Wealth Management Group, Excelsus Capital Management, Josten Financial, Wienken Wealth Management
What technology does Columbia Wealth Management use?
Some of the popular technologies that Columbia Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Columbia Wealth Management?
Columbia Wealth Management contact info: Phone number: (888) 892-4012 Website: www.columbiagroupwm.com
What does Columbia Wealth Management do?

Columbia Wealth Management is an independent financial services firm based in the Pacific Northwest, known for its high level of customer satisfaction. Founded by Columbia Insurance Group in 1952, the firm focuses on aligning its interests with clients to achieve extraordinary financial results. They offer a personalized financial advisement proces... s that includes establishing relationships, gathering data, evaluating financial status, and monitoring portfolio progress. Columbia Wealth Management is currently accepting new clients and aims to empower them through tailored financial plans.Read More

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

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