Current Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

4360 Brownsboro Rd Ste 115, Louisville, ...

Phone Number

(502) 893-7288

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Current Wealth Management

Current Wealth Management, part of First Kentucky Securities, specializes in providing comprehensive financial planning services aimed at helping clients achieve their personal and financial goals. They offer a range of services including retirement planning, investment strategies, insurance solutions, and lifestyle management. Their target clients are individuals seeking to secure their financial future and enhance their quality of life through proactive financial strategies. With a focus on personalized service, they aim to empower clients to take control of their financial journey.Explore more
Popular SearchesCurrent Wealth ManagementCurrent Wealth Management At First Kentucky Securi...SIC Code 62,628NAICS Code 52,523Show more

Current Wealth Management Org Chart

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TC
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Senior VP, Investments

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Current Wealth Management

<$5M
1-10
Private
-
-
TC
Tyler CurrentSenior VP, Investments
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2008
KP
Karen PalomoDirector, Marketing & Client Relations
<$5M
1-10
Private
-
2002
AM
Amanda MahoneyAdministrative Assistant, Client Services
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2009
CC
Christina CoyleManager, Operations & Office
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Current Wealth Management Tech Stack

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Frequently Asked Questions Regarding Current Wealth Management

What is Current Wealth Management's official website?
Current Wealth Management's official website is www.currentwealthmanagement.com
What is Current Wealth Management's Revenue?
Current Wealth Management's revenue is <$5 Million
What is Current Wealth Management's SIC code?
Current Wealth Management's SIC: 62,628
What is Current Wealth Management's NAICS code?
Current Wealth Management's NAICS: 52,523
How many employees does Current Wealth Management have?
Current Wealth Management has 1-10 employees
What industry does Current Wealth Management belong to?
Current Wealth Management is in the industry of: Finance, Securities Trading
What is Current Wealth Management competition?
Current Wealth Management top competitors include: Obispo Wealth Management, Pillar Financial Advisors, JLB Wealth Management Group, Vinson Financial Group
What technology does Current Wealth Management use?
Some of the popular technologies that Current Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Current Wealth Management?
Current Wealth Management contact info: Phone number: (502) 893-7288 Website: www.currentwealthmanagement.com
What does Current Wealth Management do?

Current Wealth Management, part of First Kentucky Securities, specializes in providing comprehensive financial planning services aimed at helping clients achieve their personal and financial goals. They offer a range of services including retirement planning, investment strategies, insurance solutions, and lifestyle management. Their target clients... are individuals seeking to secure their financial future and enhance their quality of life through proactive financial strategies. With a focus on personalized service, they aim to empower clients to take control of their financial journey.Read More

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

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