Gallery Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

6 75 Thornhill St, Morden, Manitoba, R6M...

Phone Number

(204) 822-6887

Revenue

<$5 Million

Industry

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

Gallery Wealth Management, operating as Optimize Wealth Management, offers comprehensive wealth management solutions designed to secure and grow clients' wealth. Their services include portfolio management, financial planning, estate planning, tax preparation, loans, mortgages, and insurance solutions. They focus on personalized strategies that align with clients' unique goals and financial situations, ensuring a client-first approach. With a commitment to transparency and independence, they provide access to institutional-level investment options and tailored financial strategies.Explore more
Gallery Wealth Management's Social MediaPopular SearchesGallery Wealth ManagementGallery Wealth Management SmartroomRegbraunSIC Code 62,628NAICS Code 52,523Show more

Gallery Wealth Management Org Chart

PhoneEmail
AB
Canada flag for contact location.

Manager, Operations & Owner

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Gallery Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gallery Wealth Management

<$5M
11-50
Private
-
-
AB
Allison BraunManager, Operations & Owner
<$5M
1-10
Private
-
-
SB
Sean BaileyPresident & Life Insurance Advisor
<$5M
1-10
Private
-
1990
BS
Brad SpryFinancial Advisor
<$5M
1-10
Private
-
-
DP
David PageCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
NH
Nora HoSecretary Treasurer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Gallery Wealth Management Tech Stack

A closer look at the technologies used by Gallery Wealth Management

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Frequently Asked Questions Regarding Gallery Wealth Management

What is Gallery Wealth Management's official website?
Gallery Wealth Management's official website is www.gallerywealth.ca
What is Gallery Wealth Management's Revenue?
Gallery Wealth Management's revenue is <$5 Million
What is Gallery Wealth Management's SIC code?
Gallery Wealth Management's SIC: 62,628
What is Gallery Wealth Management's NAICS code?
Gallery Wealth Management's NAICS: 52,523
How many employees does Gallery Wealth Management have?
Gallery Wealth Management has 11-50 employees
What industry does Gallery Wealth Management belong to?
Gallery Wealth Management is in the industry of: Finance, Securities Trading
What is Gallery Wealth Management competition?
Gallery Wealth Management top competitors include: Stratego Financial, DW Page Wealth, Buss Financial Group, Man & Man Financial Planning
What technology does Gallery Wealth Management use?
Some of the popular technologies that Gallery Wealth Management uses are: reCAPTCHA, Cloudflare CDN, Brightcove, Google Font API
How do I contact Gallery Wealth Management?
Gallery Wealth Management contact info: Phone number: (204) 822-6887 Website: www.gallerywealth.ca
What does Gallery Wealth Management do?

Gallery Wealth Management, operating as Optimize Wealth Management, offers comprehensive wealth management solutions designed to secure and grow clients' wealth. Their services include portfolio management, financial planning, estate planning, tax preparation, loans, mortgages, and insurance solutions. They focus on personalized strategies that ali... gn with clients' unique goals and financial situations, ensuring a client-first approach. With a commitment to transparency and independence, they provide access to institutional-level investment options and tailored financial strategies.Read More

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

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