Elek Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

112 N Market St, Ligonier, Pennsylvania,...

Phone Number

(724) 441-4140

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

About Elek Wealth Management

Elek Wealth Management, LLC specializes in providing comprehensive financial planning and asset management services tailored to individual needs and goals. Their offerings include accumulation, risk management, taxation, business planning, retirement planning, and estate planning. The firm aims to guide clients through the complexities of financial planning, ensuring a disciplined investment process that allows them to focus on what matters most. They serve clients looking for customized strategies to secure their financial future amidst changing economic conditions.Explore more
Elek Wealth Management's Social MediaPopular SearchesElek Wealth Management LLCWealth Management LLCElek Wealth ManagementElek Weatlh Management LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Elek Wealth Management

<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
1992
PF
Patrick FergusonManager, Financial Planning Services
<$5M
1-10
Private
-
1984
TC
Theresa CooperDirector, Operations & Pwm Financial, Rjfs Advisor
<$5M
1-10
Private
-
2006
LR
Lisa RazeManager, Client Services
<$5M
1-10
Private
-
-
MO
Michael OberdorfWealth Advisor
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
<$5M
1-10
Private
-
2018
DS
Dominick SaccenteChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Elek Wealth Management Tech Stack

A closer look at the technologies used by Elek Wealth Management

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Frequently Asked Questions Regarding Elek Wealth Management

What is Elek Wealth Management's official website?
Elek Wealth Management's official website is www.elekwealthmanagement.com
What is Elek Wealth Management's Revenue?
Elek Wealth Management's revenue is <$5 Million
What is Elek Wealth Management's SIC code?
Elek Wealth Management's SIC: 62,628
What is Elek Wealth Management's NAICS code?
Elek Wealth Management's NAICS: 52,523
How many employees does Elek Wealth Management have?
Elek Wealth Management has 1-10 employees
What industry does Elek Wealth Management belong to?
Elek Wealth Management is in the industry of: Finance, Securities Trading
What is Elek Wealth Management competition?
Elek Wealth Management top competitors include: Namack Portfolio Investment Professionals, Radcliff Financial Group, Triad Wealth Advisors, Patton Wealth Management
What technology does Elek Wealth Management use?
Some of the popular technologies that Elek Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, DigiCert
How do I contact Elek Wealth Management?
Elek Wealth Management contact info: Phone number: (724) 441-4140 Website: www.elekwealthmanagement.com
What does Elek Wealth Management do?

Elek Wealth Management, LLC specializes in providing comprehensive financial planning and asset management services tailored to individual needs and goals. Their offerings include accumulation, risk management, taxation, business planning, retirement planning, and estate planning. The firm aims to guide clients through the complexities of financial... planning, ensuring a disciplined investment process that allows them to focus on what matters most. They serve clients looking for customized strategies to secure their financial future amidst changing economic conditions.Read More

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

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