Gillen Wealth Management

Finance · South Carolina, United States · 11-50 Employees

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Overview

Headquarters

125 Wappoo Creek Dr Ste 201B, Charleston...

Phone Number

(843) 297-8835

Revenue

$7.4 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 Gillen Wealth Management

Gillen Wealth Management LLC is an independent financial planning firm based in Charleston, SC, dedicated to providing personalized wealth management services to individuals, families, and women navigating significant life transitions. Their offerings include retirement planning, investment management, divorce financial planning, and insurance risk management, all tailored to meet the unique goals of their clients. The firm emphasizes a fiduciary responsibility, ensuring that clients receive customized strategies and transparent guidance. With a focus on empathy and expertise, Gillen Wealth Management aims to help clients achieve long-term financial security and clarity in their financial lives.Explore more
Gillen Wealth Management's Social MediaPopular SearchesGillen Wealth Management LLCgillenwm.comSIC Code 62,628NAICS Code 52,523Show more

Gillen Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gillen Wealth Management

$7.4M
11-50
Private
-
-
LG
Linda GillenFinancial Planner
$6.3M
11-50
Private
-
1976
<$5M
1-10
Private
-
1983
AW
Allen WebskowskiPosition, Accounting Field
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1971
N/A
<$5M
1-10
Private
-
1993
EO
Eugene O'ReillyBranch Manager
<$5M
1-10
Private
-
-
CO
Cara OllerClient Service Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Gillen Wealth Management Tech Stack

A closer look at the technologies used by Gillen Wealth Management

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Frequently Asked Questions Regarding Gillen Wealth Management

What is Gillen Wealth Management's official website?
Gillen Wealth Management's official website is www.gillenwm.com
What is Gillen Wealth Management's Revenue?
Gillen Wealth Management's revenue is $7.4 Million
What is Gillen Wealth Management's SIC code?
Gillen Wealth Management's SIC: 62,628
What is Gillen Wealth Management's NAICS code?
Gillen Wealth Management's NAICS: 52,523
How many employees does Gillen Wealth Management have?
Gillen Wealth Management has 11-50 employees
What industry does Gillen Wealth Management belong to?
Gillen Wealth Management is in the industry of: Finance, Securities Trading
What is Gillen Wealth Management competition?
Gillen Wealth Management top competitors include: The Baca Group, Summit Financial Networks, Hoosier Heartland Wealth Management, Webskowski Financial
What technology does Gillen Wealth Management use?
Some of the popular technologies that Gillen Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Gillen Wealth Management?
Gillen Wealth Management contact info: Phone number: (843) 297-8835 Website: www.gillenwm.com
What does Gillen Wealth Management do?

Gillen Wealth Management LLC is an independent financial planning firm based in Charleston, SC, dedicated to providing personalized wealth management services to individuals, families, and women navigating significant life transitions. Their offerings include retirement planning, investment management, divorce financial planning, and insurance risk... management, all tailored to meet the unique goals of their clients. The firm emphasizes a fiduciary responsibility, ensuring that clients receive customized strategies and transparent guidance. With a focus on empathy and expertise, Gillen Wealth Management aims to help clients achieve long-term financial security and clarity in their financial lives.Read More

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

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