Impel Wealth Management

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

2006 4th St, Cuyahoga Falls, Ohio, 44221...

Phone Number

(330) 800-0182

Revenue

<$5 Million

Industry

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

Impel Wealth Management offers personalized financial planning and wealth management services aimed at helping clients build a secure future, particularly in retirement. With a team boasting over 100 years of combined experience, they provide tailored guidance on investment consulting, advanced planning, and relationship management. Their services include retirement plans, risk management, tax planning, and wealth transfer strategies, catering to individuals and families across the country. The firm emphasizes building authentic relationships to understand clients' life goals and aspirations, ensuring a comprehensive approach to financial health.Explore more
Impel Wealth Management's Social MediaPopular SearchesImpel Wealth ManagementWealth Management LLCImpel Wealth Management LLCImpel LLCImpel WealthSIC Code 62,628NAICS Code 52,523Show more

Impel Wealth Management Org Chart

PhoneEmail
HP
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Director of Impressions and Social Media Coor...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Impel Wealth Management

<$5M
11-50
Private
-
2017
HP
Holley PainterDirector of Impressions and Social Media Coordinator
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
11-50
Private
-
1995
AR
Azman RamathullaChief Operating Officer
<$5M
11-50
Private
<$5M
1989
WK
Willis KrumholzChief Investment Officer
<$5M
1-10
Private
-
2007
RG
Richard GooteePresident Emeritus
<$5M
1-10
Private
-
2013
CT
Cuong ToChief Risk Officer & Co-Founder, Anchorpoint
<$5M
1-10
Private
-
1993
Bradley Bergdahl, President & Wealth Advisor at Premier Wealth Management Group
Bradley BergdahlPresident & Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Impel Wealth Management Tech Stack

A closer look at the technologies used by Impel Wealth Management

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Frequently Asked Questions Regarding Impel Wealth Management

What is Impel Wealth Management's official website?
Impel Wealth Management's official website is www.impelwealth.com
What is Impel Wealth Management's Revenue?
Impel Wealth Management's revenue is <$5 Million
What is Impel Wealth Management's SIC code?
Impel Wealth Management's SIC: 62,628
What is Impel Wealth Management's NAICS code?
Impel Wealth Management's NAICS: 52,523
How many employees does Impel Wealth Management have?
Impel Wealth Management has 11-50 employees
What industry does Impel Wealth Management belong to?
Impel Wealth Management is in the industry of: Finance, Securities Trading
What is Impel Wealth Management competition?
Impel Wealth Management top competitors include: AnchorPoint Financial, BMY Wealth Management Group, Premier Wealth Management Group, Anchor Wealth Management Group
What technology does Impel Wealth Management use?
Some of the popular technologies that Impel Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, YouTube, Microsoft 365
How do I contact Impel Wealth Management?
Impel Wealth Management contact info: Phone number: (330) 800-0182 Website: www.impelwealth.com
What does Impel Wealth Management do?

Impel Wealth Management offers personalized financial planning and wealth management services aimed at helping clients build a secure future, particularly in retirement. With a team boasting over 100 years of combined experience, they provide tailored guidance on investment consulting, advanced planning, and relationship management. Their services... include retirement plans, risk management, tax planning, and wealth transfer strategies, catering to individuals and families across the country. The firm emphasizes building authentic relationships to understand clients' life goals and aspirations, ensuring a comprehensive approach to financial health.Read More

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

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