K & A Wealth Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

7924 Jessies Way Ste A, Fairfield, Ohio,...

Phone Number

(513) 886-5444

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About K & A Wealth Advisors

K & A Wealth Advisors is a full-service wealth management firm based in Fairfield Township, Ohio, specializing in a wide range of financial planning services. The firm primarily serves high net worth individuals, business owners, executives, and endowments. Their offerings include investment management, life insurance, and resources for financial education. K & A Wealth Advisors aims to guide clients through their financial journeys with confidence and expertise.Explore more
K & A Wealth Advisors's Social MediaPopular SearchesK & A Wealth AdvisorsK&A Wealth AdvisorsBroadridge Investor Communication Solutions IncBroadridge Investor Communications IncK & a Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

K & A Wealth Advisors Org Chart

CK
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Owner & Chief Executive Officer

PhoneEmail
KP
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Financial Advisor

PhoneEmail
AJ
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Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

K & A Wealth Advisors

<$5M
1-10
Private
-
2017
<$5M
1-10
Private
-
2006
AG
Audrey GilbertOffice Administrator
<$5M
1-10
Private
-
2008
Maxine Swann, Founder & Chief Executive Officer at Win Wealth Solutions
Maxine SwannFounder & CEO
<$5M
1-10
Private
-
-
SS
Shayok SarkarOperational Analyst
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

K & A Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

K & A Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about K & A Wealth Advisors.

K & A Wealth Advisors Tech Stack

A closer look at the technologies used by K & A Wealth Advisors

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Frequently Asked Questions Regarding K & A Wealth Advisors

What is K & A Wealth Advisors's official website?
K & A Wealth Advisors's official website is www.kawealthadvisors.com
What is K & A Wealth Advisors's Revenue?
K & A Wealth Advisors's revenue is <$5 Million
What is K & A Wealth Advisors's SIC code?
K & A Wealth Advisors's SIC: 62,628
What is K & A Wealth Advisors's NAICS code?
K & A Wealth Advisors's NAICS: 52,523
How many employees does K & A Wealth Advisors have?
K & A Wealth Advisors has 1-10 employees
What industry does K & A Wealth Advisors belong to?
K & A Wealth Advisors is in the industry of: Finance, Insurance, Securities Trading
What is K & A Wealth Advisors competition?
K & A Wealth Advisors top competitors include: 401K Plan Services, Stratos Wealth Advisors, Waelchli Financial Services, Cornerstone Wealth Management
What technology does K & A Wealth Advisors use?
Some of the popular technologies that K & A Wealth Advisors uses are: reCAPTCHA, Cloudflare Website Optimization, Neustar UltraDNS, Microsoft 365
How do I contact K & A Wealth Advisors?
K & A Wealth Advisors contact info: Phone number: (513) 886-5444 Website: www.kawealthadvisors.com
What does K & A Wealth Advisors do?

K & A Wealth Advisors is a full-service wealth management firm based in Fairfield Township, Ohio, specializing in a wide range of financial planning services. The firm primarily serves high net worth individuals, business owners, executives, and endowments. Their offerings include investment management, life insurance, and resources for financial e... ducation. K & A Wealth Advisors aims to guide clients through their financial journeys with confidence and expertise.Read More

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

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