Greeley Wealth Management

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

320 SW Century Dr Ste 405, Bend, Oregon,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
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1

About Greeley Wealth Management

Greeley Wealth Management is an independent financial advisory firm dedicated to helping busy healthcare professionals, particularly physicians, achieve financial freedom. Founded by Cobin Soelberg, a practicing physician, the firm understands the unique financial challenges faced by clinicians, offering tailored financial planning and wealth management services. The goal is to empower clients to take control of their financial health and create the freedom to live their lives and practice medicine on their own terms. Through personalized guidance, Greeley Wealth Management aims to foster peace of mind and true financial security for its clients.Explore more
Greeley Wealth Management's Social MediaPopular SearchesGreeley Wealth ManagementGreeley Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Greeley Wealth Management Org Chart

PhoneEmail
CS
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Founder & Principal & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Greeley Wealth Management

<$5M
1-10
Private
-
2020
CS
Cobin SoelbergFounder & Principal & Advisor
$9.8M
11-50
Private
-
2013
MS
Marie SullivantDirector, Operations & Strategic Integration
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Greeley Wealth Management Tech Stack

A closer look at the technologies used by Greeley Wealth Management

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Frequently Asked Questions Regarding Greeley Wealth Management

What is Greeley Wealth Management's official website?
Greeley Wealth Management's official website is www.greeleywealth.com
What is Greeley Wealth Management's Revenue?
Greeley Wealth Management's revenue is <$5 Million
What is Greeley Wealth Management's SIC code?
Greeley Wealth Management's SIC: 62,628
What is Greeley Wealth Management's NAICS code?
Greeley Wealth Management's NAICS: 52,523
How many employees does Greeley Wealth Management have?
Greeley Wealth Management has 1-10 employees
What industry does Greeley Wealth Management belong to?
Greeley Wealth Management is in the industry of: Finance, Securities Trading
What is Greeley Wealth Management competition?
Greeley Wealth Management top competitors include: Stratos Wealth Advisors, Diversified Wealth Management Solutions, Hull Wealth Management, JLB Wealth Management Group
What technology does Greeley Wealth Management use?
Some of the popular technologies that Greeley Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, MailChimp
What does Greeley Wealth Management do?

Greeley Wealth Management is an independent financial advisory firm dedicated to helping busy healthcare professionals, particularly physicians, achieve financial freedom. Founded by Cobin Soelberg, a practicing physician, the firm understands the unique financial challenges faced by clinicians, offering tailored financial planning and wealth manag... ement services. The goal is to empower clients to take control of their financial health and create the freedom to live their lives and practice medicine on their own terms. Through personalized guidance, Greeley Wealth Management aims to foster peace of mind and true financial security for its clients.Read More

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

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