Felton & Peel Wealth Management

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

800 Battery Ave SE Ste 100, Atlanta, Geo...

Phone Number

(800) 822-7068

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
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About Felton & Peel Wealth Management

Felton & Peel Wealth Management is a financial planning firm based in Atlanta and New York City, offering expert advice from CERTIFIED FINANCIAL PLANNERS through a subscription-based model. They cater to a diverse clientele, including millennials, baby boomers, small business owners, and non-profit organizations, focusing on accessible financial empowerment. The firm emphasizes a fiduciary standard and personalized financial planning, ensuring clients feel secure and supported in their financial decisions. With a commitment to transparency and innovative strategies, Felton & Peel aims to reshape the financial planning landscape for individuals at all stages of life.Explore more
Felton & Peel Wealth Management's Social MediaPopular SearchesFelton & Peel Wealth ManagementFelton & PeelBiz/ Felton and Peel Wealth ManagementFelton & Peel Wealth Management 219Felton & Peel Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Felton & Peel Wealth Management Org Chart

PhoneEmail
LP
United States flag for contact location.

Director, Client Relations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Felton & Peel Wealth Mana...

<$5M
1-10
Private
-
2009
LP
Lewis PeeplesDirector, Client Relations
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
11-50
Private
-
2006
N/A
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Felton & Peel Wealth Management Tech Stack

A closer look at the technologies used by Felton & Peel Wealth Management

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Frequently Asked Questions Regarding Felton & Peel Wealth Management

What is Felton & Peel Wealth Management's official website?
Felton & Peel Wealth Management's official website is www.feltonandpeel.com
What is Felton & Peel Wealth Management's Revenue?
Felton & Peel Wealth Management's revenue is <$5 Million
What is Felton & Peel Wealth Management's SIC code?
Felton & Peel Wealth Management's SIC: 62,628
What is Felton & Peel Wealth Management's NAICS code?
Felton & Peel Wealth Management's NAICS: 52,523
How many employees does Felton & Peel Wealth Management have?
Felton & Peel Wealth Management has 1-10 employees
What industry does Felton & Peel Wealth Management belong to?
Felton & Peel Wealth Management is in the industry of: Finance, Securities Trading
What is Felton & Peel Wealth Management competition?
Felton & Peel Wealth Management top competitors include: Focus Financial Network, Sterling Total Wealth Solutions, Horizons Wealth Management, HSC Wealth Advisors
What technology does Felton & Peel Wealth Management use?
Some of the popular technologies that Felton & Peel Wealth Management uses are: Lucky Orange, WordPress.org, PHP, Cloudflare CDN
How do I contact Felton & Peel Wealth Management?
Felton & Peel Wealth Management contact info: Phone number: (800) 822-7068 Website: www.feltonandpeel.com
What does Felton & Peel Wealth Management do?

Felton & Peel Wealth Management is a financial planning firm based in Atlanta and New York City, offering expert advice from CERTIFIED FINANCIAL PLANNERS through a subscription-based model. They cater to a diverse clientele, including millennials, baby boomers, small business owners, and non-profit organizations, focusing on accessible financial em... powerment. The firm emphasizes a fiduciary standard and personalized financial planning, ensuring clients feel secure and supported in their financial decisions. With a commitment to transparency and innovative strategies, Felton & Peel aims to reshape the financial planning landscape for individuals at all stages of life.Read More

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

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