Global Wealth Partners

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1764 The Alameda, San Jose, California, ...

Phone Number

(408) 236-7630

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
2
1
1
1

About Global Wealth Partners

Global Wealth Partners Inc (GWP) is a wealth management firm that provides a range of financial services including financial planning, asset management, retirement planning, and alternative investments. The company caters to a diverse clientele, including high net worth individuals, professional athletes, CEOs, entrepreneurs, and entertainers. With over 100 years of combined experience, GWP emphasizes a personalized approach to meet the unique financial needs of each client. Their services are designed to help clients grow and manage their wealth effectively across various global markets.Explore more
Global Wealth Partners's Social MediaPopular SearchesGlobal Wealth Partners IncGlobal PARTNERSAllied Wealth Partners IncGlobal Wealth PartnersGwp Investment Holdings I LLCSIC Code 62,628NAICS Code 52,523Show more

Global Wealth Partners Org Chart

SM
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Managing Director

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TT
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Managing Director

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MK
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Vice President, Financial Planning

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KD
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Vice President, Client Relations

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JC
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Partner

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MN
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Partner

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CM
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Managing Partner

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JL
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Partner

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EC
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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Global Wealth Partners

<$5M
11-50
Private
-
2010
SM
Salim MakkiManaging Director
$5.2M
1-10
Private
-
2018
KR
Kristy RidleyManager, Marketing & Social Media & Event Coordinator
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
AL
Angie LohCEO & Founder
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Global Wealth Partners Tech Stack

A closer look at the technologies used by Global Wealth Partners

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Frequently Asked Questions Regarding Global Wealth Partners

What is Global Wealth Partners's official website?
Global Wealth Partners's official website is www.globalwealthpartnersinc.com
What is Global Wealth Partners's Revenue?
Global Wealth Partners's revenue is <$5 Million
What is Global Wealth Partners's SIC code?
Global Wealth Partners's SIC: 62,628
What is Global Wealth Partners's NAICS code?
Global Wealth Partners's NAICS: 52,523
How many employees does Global Wealth Partners have?
Global Wealth Partners has 11-50 employees
What industry does Global Wealth Partners belong to?
Global Wealth Partners is in the industry of: Finance, Securities Trading
What is Global Wealth Partners competition?
Global Wealth Partners top competitors include: Cabot Lodge Securities, Core Advisors, Elkmont Wealth Management, Wealth Management Group
What technology does Global Wealth Partners use?
Some of the popular technologies that Global Wealth Partners uses are: WooCommerce, WordPress.org, PHP, MailChimp
How do I contact Global Wealth Partners?
Global Wealth Partners contact info: Phone number: (408) 236-7630 Website: www.globalwealthpartnersinc.com
What does Global Wealth Partners do?

Global Wealth Partners Inc (GWP) is a wealth management firm that provides a range of financial services including financial planning, asset management, retirement planning, and alternative investments. The company caters to a diverse clientele, including high net worth individuals, professional athletes, CEOs, entrepreneurs, and entertainers. With... over 100 years of combined experience, GWP emphasizes a personalized approach to meet the unique financial needs of each client. Their services are designed to help clients grow and manage their wealth effectively across various global markets.Read More

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

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