Heights Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

4810 N Prospect Rd, Peoria, Illinois, 61...

Revenue

<$5 Million

Industry

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

About Heights Wealth Management

Heights Wealth Management is a financial services firm dedicated to helping clients achieve their wealth goals through personalized financial planning and investment management. With a focus on approachable expertise, they serve clients from local communities such as Peoria, Dunlap, Metamora, and Morton. Their services include budgeting, debt consolidation, insurance, and retirement planning, all aimed at elevating clients' financial well-being. The firm prides itself on building strong relationships with clients, ensuring ongoing support and peace of mind as they navigate their financial journeys.Explore more
Heights Wealth Management's Social MediaPopular SearchesHeights Wealth ManagementHeights Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heights Wealth Management

<$5M
1-10
Private
-
2021
N/A
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Heights Wealth Management Tech Stack

A closer look at the technologies used by Heights Wealth Management

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Frequently Asked Questions Regarding Heights Wealth Management

What is Heights Wealth Management's official website?
Heights Wealth Management's official website is www.heightswealth.com
What is Heights Wealth Management's Revenue?
Heights Wealth Management's revenue is <$5 Million
What is Heights Wealth Management's SIC code?
Heights Wealth Management's SIC: 62,628
What is Heights Wealth Management's NAICS code?
Heights Wealth Management's NAICS: 52,523
How many employees does Heights Wealth Management have?
Heights Wealth Management has 1-10 employees
What industry does Heights Wealth Management belong to?
Heights Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Heights Wealth Management competition?
Heights Wealth Management top competitors include: Stratos Wealth Advisors, Mcclure Wealth, Full Circle Wealth Strategies, Hull Wealth Management
What technology does Heights Wealth Management use?
Some of the popular technologies that Heights Wealth Management uses are: Google Font API, Google Tag Manager, Google Global Site Tag, jQuery
What does Heights Wealth Management do?

Heights Wealth Management is a financial services firm dedicated to helping clients achieve their wealth goals through personalized financial planning and investment management. With a focus on approachable expertise, they serve clients from local communities such as Peoria, Dunlap, Metamora, and Morton. Their services include budgeting, debt conso... lidation, insurance, and retirement planning, all aimed at elevating clients' financial well-being. The firm prides itself on building strong relationships with clients, ensuring ongoing support and peace of mind as they navigate their financial journeys.Read More

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

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