High Level Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

10171 Saskatchewan Dr NW Ste 106, Edmont...

Phone Number

(780) 851-8088

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About High Level Wealth Management

High Level Wealth Management is a registered portfolio manager based in Alberta, specializing in independent, evidence-based investment management and financial planning services. The firm offers tailored investment portfolios, comprehensive financial planning, and assistance with personal income tax returns. Founded by Kent Akgungor in 2019, the company emphasizes a client-focused approach with transparent pricing based on assets managed. Their target clients are residents of Alberta seeking professional and trustworthy financial services.Explore more
High Level Wealth Management's Social MediaPopular SearchesHigh Level Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

High Level Wealth Management Org Chart

PhoneEmail
KA
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President & Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

High Level Wealth Managem...

<$5M
1-10
Private
-
2019
KA
Kent AkgungorPresident & Portfolio Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
Alexa Bodel, Founder & Director at Chalten Fee-Only Advisors
Alexa BodelFounder & Director
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

High Level Wealth Management Tech Stack

A closer look at the technologies used by High Level Wealth Management

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Frequently Asked Questions Regarding High Level Wealth Management

What is High Level Wealth Management's official website?
High Level Wealth Management's official website is www.highlevelwealth.ca
What is High Level Wealth Management's Revenue?
High Level Wealth Management's revenue is <$5 Million
What is High Level Wealth Management's SIC code?
High Level Wealth Management's SIC: 62,628
What is High Level Wealth Management's NAICS code?
High Level Wealth Management's NAICS: 52,523
How many employees does High Level Wealth Management have?
High Level Wealth Management has 1-10 employees
What industry does High Level Wealth Management belong to?
High Level Wealth Management is in the industry of: Finance, Securities Trading
What is High Level Wealth Management competition?
High Level Wealth Management top competitors include: Investment Planning Counsel, Chalten Fee-Only Advisors, Investment Planning Counsel, Investment Planning Counsel
What technology does High Level Wealth Management use?
Some of the popular technologies that High Level Wealth Management uses are: WordPress.org, Eploy, Engage ATS, Empetus
How do I contact High Level Wealth Management?
High Level Wealth Management contact info: Phone number: (780) 851-8088 Website: www.highlevelwealth.ca
What does High Level Wealth Management do?

High Level Wealth Management is a registered portfolio manager based in Alberta, specializing in independent, evidence-based investment management and financial planning services. The firm offers tailored investment portfolios, comprehensive financial planning, and assistance with personal income tax returns. Founded by Kent Akgungor in 2019, the c... ompany emphasizes a client-focused approach with transparent pricing based on assets managed. Their target clients are residents of Alberta seeking professional and trustworthy financial services.Read More

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

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