Econ Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

4755 Linglestown Rd Ste 204, Harrisburg,...

Phone Number

(717) 545-5870

Revenue

<$5 Million

Industry

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

Econ Wealth Management offers personalized financial planning and asset management services aimed at helping clients achieve their financial goals. Their expertise includes legacy planning, retirement planning, and business planning, with a focus on building authentic relationships and delivering tailored strategies. Founded in 2005, the firm emphasizes trust, transparency, and a fiduciary commitment to prioritize clients' best interests. The dedicated team works collaboratively to provide exceptional service and ensure lasting financial confidence for their clients.Explore more
Econ Wealth Management's Social MediaPopular SearchesEcon Wealth ManagementEcon WealthEcon Financial Services CorpEcon Financial ServicesSteve EconomopoulosSIC Code 62,628NAICS Code 52,523Show more

Econ Wealth Management Org Chart

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JA
United States flag for contact location.

Director, Asset Management

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RT
United States flag for contact location.

Director, Operations

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BZ
United States flag for contact location.

Director, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Econ Wealth Management

<$5M
1-10
Private
-
2005
JA
Jacob ArtzDirector, Asset Management
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.1M
11-50
Private
-
2009
HV
Hoang VoManager, Finance
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
1-10
Private
-
2001
JW
John WilliamsFounder & President
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Econ Wealth Management Tech Stack

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Frequently Asked Questions Regarding Econ Wealth Management

What is Econ Wealth Management's official website?
Econ Wealth Management's official website is www.econwealth.com
What is Econ Wealth Management's Revenue?
Econ Wealth Management's revenue is <$5 Million
What is Econ Wealth Management's SIC code?
Econ Wealth Management's SIC: 62,628
What is Econ Wealth Management's NAICS code?
Econ Wealth Management's NAICS: 52,523
How many employees does Econ Wealth Management have?
Econ Wealth Management has 1-10 employees
What industry does Econ Wealth Management belong to?
Econ Wealth Management is in the industry of: Finance, Securities Trading
What is Econ Wealth Management competition?
Econ Wealth Management top competitors include: ECL Private Wealth Management, Dynamic Wealth Solutions, Forbes Family Trust, Ironwood Wealth Management
What technology does Econ Wealth Management use?
Some of the popular technologies that Econ Wealth Management uses are: Sentry, Microsoft 365, WixStores, F5 BIG-IP Platform
How do I contact Econ Wealth Management?
Econ Wealth Management contact info: Phone number: (717) 545-5870 Website: www.econwealth.com
What does Econ Wealth Management do?

Econ Wealth Management offers personalized financial planning and asset management services aimed at helping clients achieve their financial goals. Their expertise includes legacy planning, retirement planning, and business planning, with a focus on building authentic relationships and delivering tailored strategies. Founded in 2005, the firm empha... sizes trust, transparency, and a fiduciary commitment to prioritize clients' best interests. The dedicated team works collaboratively to provide exceptional service and ensure lasting financial confidence for their clients.Read More

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

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