JW Wealth Management

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

1135 W Kansas St, Liberty, Missouri, 640...

Phone Number

(816) 792-8772

Revenue

<$5 Million

Industry

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

JW Wealth Management provides personalized financial planning services, focusing on retirement, estate planning, investment, insurance, and tax strategies. The firm emphasizes building long-term relationships with clients through open communication and a client-centered approach. Their services are designed for individuals and families looking to secure their financial future and achieve their personal goals. With a commitment to trust, honesty, and integrity, JW Wealth Management aims to create tailored financial playbooks for each client.Explore more
JW Wealth Management's Social MediaPopular SearchesJW Wealth Management IncJW Wealth ManagementJw Wealth Management Group LLCJW Wealth Management Groupjwwealthmanagement.comSIC Code 62,628NAICS Code 52,523Show more

JW Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JW Wealth Management

<$5M
1-10
Private
-
2009
JW
James WitkowskiPresident & Founder
<$5M
11-50
Private
-
2015
N/A
<$5M
11-50
Private
<$5M
1981
Peter Knutson, President at McDaniel Knutson Financial Partners
Peter KnutsonPresident
<$5M
1-10
Private
-
-
BO
Bruce OlmsteadFinancial Planner
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2007
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JW Wealth Management Tech Stack

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Frequently Asked Questions Regarding JW Wealth Management

What is JW Wealth Management's official website?
JW Wealth Management's official website is www.jwwealthmanagement.com
What is JW Wealth Management's Revenue?
JW Wealth Management's revenue is <$5 Million
What is JW Wealth Management's SIC code?
JW Wealth Management's SIC: 62,628
What is JW Wealth Management's NAICS code?
JW Wealth Management's NAICS: 52,523
How many employees does JW Wealth Management have?
JW Wealth Management has 1-10 employees
What industry does JW Wealth Management belong to?
JW Wealth Management is in the industry of: Finance, Securities Trading
What is JW Wealth Management competition?
JW Wealth Management top competitors include: Wealth Management Solutions, Copper Canyon Wealth Management, Potomac Asset Strategies, Insight Global Wealth Strategies
What technology does JW Wealth Management use?
Some of the popular technologies that JW Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Datadog
How do I contact JW Wealth Management?
JW Wealth Management contact info: Phone number: (816) 792-8772 Website: www.jwwealthmanagement.com
What does JW Wealth Management do?

JW Wealth Management provides personalized financial planning services, focusing on retirement, estate planning, investment, insurance, and tax strategies. The firm emphasizes building long-term relationships with clients through open communication and a client-centered approach. Their services are designed for individuals and families looking to s... ecure their financial future and achieve their personal goals. With a commitment to trust, honesty, and integrity, JW Wealth Management aims to create tailored financial playbooks for each client.Read More

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

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