Cross Walk Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

4229 Bardstown Rd Ste 329, Louisville, K...

Phone Number

(502) 491-7772

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
1
1
1
1
1
1

About Cross Walk Wealth Management

Cross Walk Wealth Management provides a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. They aim to help clients understand financial concepts and the potential rewards of a proactive financial approach. The company offers resources such as newsletters, calculators, and research reports to assist clients in managing their financial situations. Their target clients are individuals seeking to improve their financial literacy and achieve their financial goals with the help of skilled professionals.Explore more
Popular SearchesCross Walk Wealth ManagementBroadridge Financial Solutions Inccross walk wealth management IncSIC Code 62,628NAICS Code 52,523Show more

Cross Walk Wealth Management Org Chart

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KL
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Compare insights from companies similar to Cross Walk 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

Cross Walk Wealth Managem...

<$5M
1-10
Private
-
2007
KL
Kevin LeetFinancial Advisor
<$5M
11-50
Private
-
2001
<$5M
11-50
Private
-
1986
JS
Jenna SchusterManager, Office, Administration
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JB
Joseph BihEnterprise Data Reporting & Analytics Engineering Leader & Tableau Consultant
<$5M
1-10
Private
-
-
KY
Kristen YontzOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cross Walk Wealth Management Tech Stack

A closer look at the technologies used by Cross Walk Wealth Management

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Frequently Asked Questions Regarding Cross Walk Wealth Management

What is Cross Walk Wealth Management's official website?
Cross Walk Wealth Management's official website is www.crosswalkwealthmanagement.com
What is Cross Walk Wealth Management's Revenue?
Cross Walk Wealth Management's revenue is <$5 Million
What is Cross Walk Wealth Management's SIC code?
Cross Walk Wealth Management's SIC: 62,628
What is Cross Walk Wealth Management's NAICS code?
Cross Walk Wealth Management's NAICS: 52,523
How many employees does Cross Walk Wealth Management have?
Cross Walk Wealth Management has 1-10 employees
What industry does Cross Walk Wealth Management belong to?
Cross Walk Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Cross Walk Wealth Management competition?
Cross Walk Wealth Management top competitors include: Rockhopper Financial, Michigan Financial Planning, Devon Financial Group, LPL Financial
What technology does Cross Walk Wealth Management use?
Some of the popular technologies that Cross Walk Wealth Management uses are: Cloudflare Website Optimization, Google Font API, Neustar UltraDNS, Google Tag Manager
How do I contact Cross Walk Wealth Management?
Cross Walk Wealth Management contact info: Phone number: (502) 491-7772 Website: www.crosswalkwealthmanagement.com
What does Cross Walk Wealth Management do?

Cross Walk Wealth Management provides a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. They aim to help clients understand financial concepts and the potential rewards of a proactive financial approach. The company offers resources such as newsletters, calculators, and rese... arch reports to assist clients in managing their financial situations. Their target clients are individuals seeking to improve their financial literacy and achieve their financial goals with the help of skilled professionals.Read More

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

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