Concenture Wealth

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

15377 Memorial Dr Ste 340, Houston, Texa...

Phone Number

(713) 930-2910

Revenue

<$5 Million

Industry

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

About Concenture Wealth

Concenture Wealth Management offers personalized wealth management services in Houston, focusing on helping clients grow, protect, and manage their wealth with confidence. Their services include retirement planning, investment management, financial planning, and legacy & estate planning, tailored to meet the unique needs of each client. The firm aims to simplify financial decisions and create actionable strategies that align with clients' goals and priorities. Concenture primarily serves professionals in the Houston area, providing expert guidance to navigate life's financial complexities.Explore more
Concenture Wealth's Social MediaPopular SearchesConcenture WealthConcenture Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Concenture Wealth Org Chart

PhoneEmail
MA
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Chief Investment Officer

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Founder & Managing Director & Senior Wealth A...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Concenture Wealth

<$5M
1-10
Private
-
2020
MA
Michael AlexanderChief Investment Officer
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2016
SB
Stephanie BlakesFounder & President
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$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
-
2013
JC
James CunninghamCo-Founder & General Counsel
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Concenture Wealth Tech Stack

A closer look at the technologies used by Concenture Wealth

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Frequently Asked Questions Regarding Concenture Wealth

What is Concenture Wealth's official website?
Concenture Wealth's official website is www.concenturewealth.com
What is Concenture Wealth's Revenue?
Concenture Wealth's revenue is <$5 Million
What is Concenture Wealth's SIC code?
Concenture Wealth's SIC: 62,628
What is Concenture Wealth's NAICS code?
Concenture Wealth's NAICS: 52,523
How many employees does Concenture Wealth have?
Concenture Wealth has 1-10 employees
What industry does Concenture Wealth belong to?
Concenture Wealth is in the industry of: Finance, Securities Trading
What is Concenture Wealth competition?
Concenture Wealth top competitors include: Ascent Wealth Management, Wealth Advisory Services, Pillar Wealth Management, Holliger Financial Consultants
What technology does Concenture Wealth use?
Some of the popular technologies that Concenture Wealth uses are: WordPress.org, Cloudflare Website Optimization, Google Font API, Jira
How do I contact Concenture Wealth?
Concenture Wealth contact info: Phone number: (713) 930-2910 Website: www.concenturewealth.com
What does Concenture Wealth do?

Concenture Wealth Management offers personalized wealth management services in Houston, focusing on helping clients grow, protect, and manage their wealth with confidence. Their services include retirement planning, investment management, financial planning, and legacy & estate planning, tailored to meet the unique needs of each client. The firm ai... ms to simplify financial decisions and create actionable strategies that align with clients' goals and priorities. Concenture primarily serves professionals in the Houston area, providing expert guidance to navigate life's financial complexities.Read More

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

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