Cortez Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

7001 Westwind Dr Ste 130, El Paso, Texas...

Phone Number

(915) 207-1149

Revenue

<$5 Million

Industry

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

About Cortez Wealth Management

Cortez Wealth Management is a Registered Investment Advisor firm that specializes in personalized wealth management, investment strategies, retirement planning, and tax-efficient financial solutions. The firm caters to individuals and business owners, providing expert, fiduciary guidance to help them build, grow, and protect their wealth. With a commitment to client satisfaction and over 18 years of industry experience, Cortez Wealth Management empowers clients to achieve financial success through tailored financial solutions. Their services include customized wealth management, strategic investment management, and comprehensive financial planning.Explore more
Cortez Wealth Management's Social MediaPopular SearchesCortez Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Cortez Wealth Management Org Chart

PhoneEmail
MM
United States flag for contact location.

Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cortez Wealth Management

<$5M
1-10
Private
-
-
MM
Mariana MirandaManager, Operations
$6.1M
1-10
Private
-
2006
<$5M
11-50
Private
-
-
NG
Nathan GravesWealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
2019
SM
Sam McGeeCEO & Founder
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cortez Wealth Management Tech Stack

A closer look at the technologies used by Cortez Wealth Management

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Frequently Asked Questions Regarding Cortez Wealth Management

What is Cortez Wealth Management's official website?
Cortez Wealth Management's official website is www.cortezwealth.com
What is Cortez Wealth Management's Revenue?
Cortez Wealth Management's revenue is <$5 Million
What is Cortez Wealth Management's SIC code?
Cortez Wealth Management's SIC: 62,628
What is Cortez Wealth Management's NAICS code?
Cortez Wealth Management's NAICS: 52,523
How many employees does Cortez Wealth Management have?
Cortez Wealth Management has 1-10 employees
What industry does Cortez Wealth Management belong to?
Cortez Wealth Management is in the industry of: Finance, Securities Trading
What is Cortez Wealth Management competition?
Cortez Wealth Management top competitors include: Yost Wealth Management, Crestmont Private Wealth, Black Horse Wealth Management, The Holben Group
What technology does Cortez Wealth Management use?
Some of the popular technologies that Cortez Wealth Management uses are: YouTube, GoDaddy DNS, Canva, Google Workspace
How do I contact Cortez Wealth Management?
Cortez Wealth Management contact info: Phone number: (915) 207-1149 Website: www.cortezwealth.com
What does Cortez Wealth Management do?

Cortez Wealth Management is a Registered Investment Advisor firm that specializes in personalized wealth management, investment strategies, retirement planning, and tax-efficient financial solutions. The firm caters to individuals and business owners, providing expert, fiduciary guidance to help them build, grow, and protect their wealth. With a co... mmitment to client satisfaction and over 18 years of industry experience, Cortez Wealth Management empowers clients to achieve financial success through tailored financial solutions. Their services include customized wealth management, strategic investment management, and comprehensive financial planning.Read More

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

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