Frazie Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

701 Chillicothe St Ste B, Portsmouth, Oh...

Phone Number

(740) 254-9585

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 Frazie Wealth Management

Frazie Wealth Management is a financial advisory firm based in Portsmouth, Ohio, specializing in retirement investment advisory, tax reduction strategies, family protection, and legacy estate planning. The firm is dedicated to providing personalized financial plans tailored to the unique needs of individuals and entrepreneurs. Their services aim to empower clients to confidently navigate financial complexities and achieve their long-term goals. With a focus on clarity and transparency, Frazie Wealth Management seeks to help clients protect their wealth and create enduring legacies.Explore more
Frazie Wealth Management's Social MediaPopular SearchesFrazie Wealth ManagementFrazie Wealth Management IncCody Stapleton, AIF - Frazie Wealth ManagementFraziewm.comStapleton, AIF - Frazie Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Frazie Wealth Management Org Chart

JF
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Founder & Chief Executive Officer

PhoneEmail
BT
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Manager, Wealth

PhoneEmail
CS
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Manager, Wealth, Accredited Investment Fiduci...

PhoneEmail
EF
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Manager, Business Operations & Office

PhoneEmail

PhoneEmail
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RM
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Frazie Wealth Management

<$5M
1-10
Private
-
2012
JF
Jeremy FrazieFounder & CEO
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
1-10
Private
-
2012
KS
Kristy SpeightClient Service Associate
<$5M
1-10
Private
-
-
NC
Nicholas CarrDirector, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Frazie Wealth Management Tech Stack

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Frequently Asked Questions Regarding Frazie Wealth Management

What is Frazie Wealth Management's official website?
Frazie Wealth Management's official website is www.fraziewealthmgmt.com
What is Frazie Wealth Management's Revenue?
Frazie Wealth Management's revenue is <$5 Million
What is Frazie Wealth Management's SIC code?
Frazie Wealth Management's SIC: 62,628
What is Frazie Wealth Management's NAICS code?
Frazie Wealth Management's NAICS: 52,523
How many employees does Frazie Wealth Management have?
Frazie Wealth Management has 1-10 employees
What industry does Frazie Wealth Management belong to?
Frazie Wealth Management is in the industry of: Finance, Securities Trading
What is Frazie Wealth Management competition?
Frazie Wealth Management top competitors include: Beacon Financial Partners, Sterling Total Wealth Solutions, Wealth Advisory Services, Sterling Wealth Management
What technology does Frazie Wealth Management use?
Some of the popular technologies that Frazie Wealth Management uses are: WordPress.org, Cloudflare Website Optimization, Vimeo, Google Tag Manager
How do I contact Frazie Wealth Management?
Frazie Wealth Management contact info: Phone number: (740) 254-9585 Website: www.fraziewealthmgmt.com
What does Frazie Wealth Management do?

Frazie Wealth Management is a financial advisory firm based in Portsmouth, Ohio, specializing in retirement investment advisory, tax reduction strategies, family protection, and legacy estate planning. The firm is dedicated to providing personalized financial plans tailored to the unique needs of individuals and entrepreneurs. Their services aim to... empower clients to confidently navigate financial complexities and achieve their long-term goals. With a focus on clarity and transparency, Frazie Wealth Management seeks to help clients protect their wealth and create enduring legacies.Read More

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

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