Generosity Wealth Management

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

885 Arapahoe Ave, Boulder, Colorado, 803...

Phone Number

(303) 747-6455

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 Generosity Wealth Management

Generosity Wealth Management empowers clients to align their financial choices with their values, promoting lives of purpose and fulfillment. They offer customized retirement planning and financial management services, helping clients clarify their goals and design a personalized plan. The company emphasizes discipline and accountability, supporting clients in achieving their financial vision. Their mission is to foster a future where clients experience true wealth through happiness, resilience, and generosity.Explore more
Generosity Wealth Management's Social MediaPopular SearchesGenerosity Wealth Management LLCGenerosity Wealth ManagementGenerosity WealthGenerosity Wealth Management - LLCGenerosity Wealth Management - HomeSIC Code 62,628NAICS Code 52,523Show more

Generosity Wealth Management Org Chart

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Director, Operations Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Generosity Wealth Managem...

<$5M
1-10
Private
-
2008
FA
Felicia AplaraDirector, Operations Client Services
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
1-10
Private
-
2022
JS
Jennifer SamoraChief Operating Officer
<$5M
1-10
Private
-
2015
AW
Alex WeingartnerOperations Specialist
<$5M
1-10
Private
-
-
KH
Kelly HigginsCertified Financial Planner & Professional
<$5M
1-10
Private
-
1999
BB
Bernard BowhuisFounder & President
<$5M
11-50
Private
-
-
JG
John GremlerRfc Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Generosity Wealth Management Tech Stack

A closer look at the technologies used by Generosity Wealth Management

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Frequently Asked Questions Regarding Generosity Wealth Management

What is Generosity Wealth Management's official website?
Generosity Wealth Management's official website is www.generositywealth.com
What is Generosity Wealth Management's Revenue?
Generosity Wealth Management's revenue is <$5 Million
What is Generosity Wealth Management's SIC code?
Generosity Wealth Management's SIC: 62,628
What is Generosity Wealth Management's NAICS code?
Generosity Wealth Management's NAICS: 52,523
How many employees does Generosity Wealth Management have?
Generosity Wealth Management has 1-10 employees
What industry does Generosity Wealth Management belong to?
Generosity Wealth Management is in the industry of: Finance, Securities Trading
What is Generosity Wealth Management competition?
Generosity Wealth Management top competitors include: Benchmark Financial Design Group, Axiom Wealth Alliance, Lautus Wealth Advisory, John Gremler Wealth Management
What technology does Generosity Wealth Management use?
Some of the popular technologies that Generosity Wealth Management uses are: WordPress.org, PHP, Constant Contact, Google Font API
How do I contact Generosity Wealth Management?
Generosity Wealth Management contact info: Phone number: (303) 747-6455 Website: www.generositywealth.com
What does Generosity Wealth Management do?

Generosity Wealth Management empowers clients to align their financial choices with their values, promoting lives of purpose and fulfillment. They offer customized retirement planning and financial management services, helping clients clarify their goals and design a personalized plan. The company emphasizes discipline and accountability, supportin... g clients in achieving their financial vision. Their mission is to foster a future where clients experience true wealth through happiness, resilience, and generosity.Read More

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

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