Erickson Wealth

Accounting for Legal Practices · Washington, United States · 1-10 Employees

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Overview

Headquarters

200 1st Ave W Ste 401, Seattle, Washingt...

Phone Number

(206) 284-9900

Revenue

<$5 Million

Industry

Accounting for Legal Practices Finance Business Services Securities Trading

About Erickson Wealth

Erickson Wealth & Tax Management is a CPA firm based in Seattle, WA, established in 1991, that specializes in providing tailored investment and tax services for individuals and small businesses. The firm offers strategic asset management and proactive tax planning to help clients achieve financial stability and prepare for future life events. With a team of experienced financial advisors, they focus on maximizing returns and minimizing risks associated with tax compliance. Additionally, they maintain a network of legal professionals to provide comprehensive financial solutions tailored to each client's unique needs.Explore more
Erickson Wealth's Social MediaSIC Code 87,872NAICS Code 54,541Show more

Erickson Wealth Org Chart

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Investment Client Manager

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CD
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Partner

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CE
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Cpa Registered Investment Wa State Advisor

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Compare Similar Companies to Erickson Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Erickson Wealth

<$5M
1-10
Private
-
1991
SF
Sue FulkersonInvestment Client Manager
$5.4M
11-50
Private
-
2004
PR
Phillip RoventiniFounder & President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1988
MF
Marie FinelliOffice Manager
<$5M
1-10
Private
-
1984
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
1998
VM
Varish ModiCertified Public Accountant, Certified Tax Coach, Enrolled Agent, NTPI Fellow, Certified Acceptance Agent, Chartered Accountant
Illustration of an envelope

Erickson Wealth Tech Stack

A closer look at the technologies used by Erickson Wealth

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Erickson Wealth

What is Erickson Wealth's official website?
Erickson Wealth's official website is www.curtcpa.com
What is Erickson Wealth's Revenue?
Erickson Wealth's revenue is <$5 Million
What is Erickson Wealth's SIC code?
Erickson Wealth's SIC: 87,872
What is Erickson Wealth's NAICS code?
Erickson Wealth's NAICS: 54,541
How many employees does Erickson Wealth have?
Erickson Wealth has 1-10 employees
What industry does Erickson Wealth belong to?
Erickson Wealth is in the industry of: Accounting for Legal Practices, Finance, Business Services
What is Erickson Wealth competition?
Erickson Wealth top competitors include: Modi's Tax, FCMcpa Group, Roventini CPA, Thomas G Rex, CPA
What technology does Erickson Wealth use?
Some of the popular technologies that Erickson Wealth uses are: WordPress.org, PHP, Cloudflare CDN, YouTube
How do I contact Erickson Wealth?
Erickson Wealth contact info: Phone number: (206) 284-9900 Website: www.curtcpa.com
What does Erickson Wealth do?

Erickson Wealth & Tax Management is a CPA firm based in Seattle, WA, established in 1991, that specializes in providing tailored investment and tax services for individuals and small businesses. The firm offers strategic asset management and proactive tax planning to help clients achieve financial stability and prepare for future life events. With... a team of experienced financial advisors, they focus on maximizing returns and minimizing risks associated with tax compliance. Additionally, they maintain a network of legal professionals to provide comprehensive financial solutions tailored to each client's unique needs.Read More

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

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