FMW Wealth Management

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

1150 N 11th St, Beaumont, Texas, 77702, ...

Phone Number

(409) 838-3755

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
1

About FMW Wealth Management

Whiddon Harkey Group, through its FMW Wealth Management, LLC division, offers comprehensive wealth management services that integrate financial advisory and CPA expertise. The firm focuses on asset and income planning, providing strategies to protect clients' wealth from various risks while optimizing tax efficiency. Their target clients include employees from the petrochemical and maritime industries, physicians, high net worth individuals and families, and business owners. The company's mission is to help clients achieve their financial goals through proactive planning and tailored investment strategies.Explore more
Popular SearchesFMW Wealth Management LLCFmw West LLCFmw Lifestyle LLCFMW Financial Concierge LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FMW Wealth Management

<$5M
11-50
Private
-
2018
N/A
$5.6M
11-50
Private
-
2015
JK
Joseph KloecknerFinancial Advisor
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
11-50
Private
<$5M
2000
KS
Karen SmithWealth Management Assistant
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2016
LG
Leslie GosuleFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

FMW Wealth Management Tech Stack

A closer look at the technologies used by FMW Wealth Management

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Frequently Asked Questions Regarding FMW Wealth Management

What is FMW Wealth Management's official website?
FMW Wealth Management's official website is www.fafmwcpas.com
What is FMW Wealth Management's Revenue?
FMW Wealth Management's revenue is <$5 Million
What is FMW Wealth Management's SIC code?
FMW Wealth Management's SIC: 62,628
What is FMW Wealth Management's NAICS code?
FMW Wealth Management's NAICS: 52,523
How many employees does FMW Wealth Management have?
FMW Wealth Management has 11-50 employees
What industry does FMW Wealth Management belong to?
FMW Wealth Management is in the industry of: Finance, Securities Trading
What is FMW Wealth Management competition?
FMW Wealth Management top competitors include: Legacy Wealth Management Group Las Vegas, Bay Harbor Wealth Management, Copper Canyon Wealth Management, The Holland Group
What technology does FMW Wealth Management use?
Some of the popular technologies that FMW Wealth Management uses are: GoDaddy DNS, GoDaddy Email Hosting
How do I contact FMW Wealth Management?
FMW Wealth Management contact info: Phone number: (409) 838-3755 Website: www.fafmwcpas.com
What does FMW Wealth Management do?

Whiddon Harkey Group, through its FMW Wealth Management, LLC division, offers comprehensive wealth management services that integrate financial advisory and CPA expertise. The firm focuses on asset and income planning, providing strategies to protect clients' wealth from various risks while optimizing tax efficiency. Their target clients include em... ployees from the petrochemical and maritime industries, physicians, high net worth individuals and families, and business owners. The company's mission is to help clients achieve their financial goals through proactive planning and tailored investment strategies.Read More

Is FMW Wealth Management a public company?
FMW Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about FMW Wealth Management

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