EJS Wealth Management

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

403 S Tejon St, Colorado Springs, Colora...

Phone Number

(719) 598-1040

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 EJS Wealth Management

EJS Wealth Management, now merged with Merit Financial Advisors, specializes in helping individuals develop retirement strategies and offers personalized financial services, focusing on education and client relationships. They address financial wellness by enabling clients to manage their wealth, navigate retirement challenges, and secure financial freedom. Their target clientele includes individuals approaching retirement, retirees, business owners, and those undergoing life transitions. The company provides resources like educational materials, calculators, and market updates to educate clients and enhance their financial planning.Explore more
EJS Wealth Management's Social MediaPopular SearchesEJS Wealth Management LLCEjs Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EJS Wealth Management

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
-
SB
Shelby BuckAdministrative Assistant, Marketing
<$5M
1-10
Private
-
-
JC
Julie ClausDirector, Branch of Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
2002
DA
Douglas AtkinsEagle Financial Designs Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

EJS Wealth Management Tech Stack

A closer look at the technologies used by EJS Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding EJS Wealth Management

What is EJS Wealth Management's official website?
EJS Wealth Management's official website is www.ejswealth.com
What is EJS Wealth Management's Revenue?
EJS Wealth Management's revenue is <$5 Million
What is EJS Wealth Management's SIC code?
EJS Wealth Management's SIC: 62,628
What is EJS Wealth Management's NAICS code?
EJS Wealth Management's NAICS: 52,523
How many employees does EJS Wealth Management have?
EJS Wealth Management has 1-10 employees
What industry does EJS Wealth Management belong to?
EJS Wealth Management is in the industry of: Finance, Securities Trading
What is EJS Wealth Management competition?
EJS Wealth Management top competitors include: Tradewinds Wealth Management, SAGE Consulting & Wealth Management, Doug Atkins Cfc, James Herbert Hunt
What technology does EJS Wealth Management use?
Some of the popular technologies that EJS Wealth Management uses are: Microsoft 365, Mailgun, GoDaddy DNS, Amazon Web Hosting
How do I contact EJS Wealth Management?
EJS Wealth Management contact info: Phone number: (719) 598-1040 Website: www.ejswealth.com
What does EJS Wealth Management do?

EJS Wealth Management, now merged with Merit Financial Advisors, specializes in helping individuals develop retirement strategies and offers personalized financial services, focusing on education and client relationships. They address financial wellness by enabling clients to manage their wealth, navigate retirement challenges, and secure financial... freedom. Their target clientele includes individuals approaching retirement, retirees, business owners, and those undergoing life transitions. The company provides resources like educational materials, calculators, and market updates to educate clients and enhance their financial planning.Read More

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

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