Firelands Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

352 Main St, Huron, Ohio, 44839, United ...

Phone Number

(419) 616-0092

Revenue

<$5 Million

Industry

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

Firelands Wealth Management is an independent Registered Investment Advisor (RIA) that provides a comprehensive range of financial services including investment management, financial and retirement planning, estate planning, and tax planning. The firm operates under a fiduciary model, ensuring that it acts in the best interest of its clients with transparent asset-based fees. Founded in 2015, it focuses on building trust, service, and transparency in its client relationships. Firelands Wealth Management caters to individuals and businesses seeking personalized financial guidance and planning solutions.Explore more
Firelands Wealth Management's Social MediaPopular SearchesFirelands Wealth Management LLCFirelands Wealth ManagementWealth Builder LLCSIC Code 62,628NAICS Code 52,523Show more

Firelands Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Firelands Wealth Manageme...

<$5M
1-10
Private
-
-
MK
Melissa KromerClient Service Associate
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
1985
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Firelands Wealth Management Tech Stack

A closer look at the technologies used by Firelands Wealth Management

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Frequently Asked Questions Regarding Firelands Wealth Management

What is Firelands Wealth Management's official website?
Firelands Wealth Management's official website is www.firelandswealth.com
What is Firelands Wealth Management's Revenue?
Firelands Wealth Management's revenue is <$5 Million
What is Firelands Wealth Management's SIC code?
Firelands Wealth Management's SIC: 62,628
What is Firelands Wealth Management's NAICS code?
Firelands Wealth Management's NAICS: 52,523
How many employees does Firelands Wealth Management have?
Firelands Wealth Management has 1-10 employees
What industry does Firelands Wealth Management belong to?
Firelands Wealth Management is in the industry of: Finance, Securities Trading
What is Firelands Wealth Management competition?
Firelands Wealth Management top competitors include: Ratcliff Financial Services, Boone Wealth Advisors, Charles Carroll Financial Partners, Holliger Financial Consultants
What technology does Firelands Wealth Management use?
Some of the popular technologies that Firelands Wealth Management uses are: Microsoft 365, Wix, BlueHost, Varnish
How do I contact Firelands Wealth Management?
Firelands Wealth Management contact info: Phone number: (419) 616-0092 Website: www.firelandswealth.com
What does Firelands Wealth Management do?

Firelands Wealth Management is an independent Registered Investment Advisor (RIA) that provides a comprehensive range of financial services including investment management, financial and retirement planning, estate planning, and tax planning. The firm operates under a fiduciary model, ensuring that it acts in the best interest of its clients with t... ransparent asset-based fees. Founded in 2015, it focuses on building trust, service, and transparency in its client relationships. Firelands Wealth Management caters to individuals and businesses seeking personalized financial guidance and planning solutions.Read More

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

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