Kauri Wealth Management

Finance · Australia · 1-10 Employees

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Overview

Headquarters

52 Phillip St L 14, Sydney, New South Wa...

Phone Number

+61 1300921528

Revenue

<$5 Million

Industry

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

Kauri Wealth Management is an independent investment advisory firm specializing in retirement and income planning for Australians. With over 35 years of experience in investment markets, they provide tailored strategies to grow superannuation and manage investment portfolios. Clients work directly with Russell Lees, the founder and director, ensuring personalized advice and a strong client-adviser relationship. Kauri Wealth is dedicated to delivering financial security and maximizing investment growth for their clients.Explore more
Kauri Wealth Management's Social MediaPopular SearchesKauri Wealth Management Pty LtdKauri Wealth ManagementKauri WealthSIC Code 62,628NAICS Code 52,523Show more

Kauri Wealth Management Org Chart

PhoneEmail
Russell Lees, Founder & Director at Kauri Wealth Management
Australia flag for contact location.

Founder & Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kauri Wealth Management

<$5M
1-10
Private
-
-
Russell Lees, Founder & Director at Kauri Wealth Management
Russell LeesFounder & Director
$6.4M
11-50
Private
-
-
AW
Andrew WieflerHUB Wealth Management Principal
<$5M
1-10
Private
-
2005
JL
Jin LiPractice Manager
<$5M
1-10
Private
-
2013
AP
Alastair PriceDirector and Principal
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Kauri Wealth Management Tech Stack

A closer look at the technologies used by Kauri Wealth Management

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Frequently Asked Questions Regarding Kauri Wealth Management

What is Kauri Wealth Management's official website?
Kauri Wealth Management's official website is www.kauriwealth.com.au
What is Kauri Wealth Management's Revenue?
Kauri Wealth Management's revenue is <$5 Million
What is Kauri Wealth Management's SIC code?
Kauri Wealth Management's SIC: 62,628
What is Kauri Wealth Management's NAICS code?
Kauri Wealth Management's NAICS: 52,523
How many employees does Kauri Wealth Management have?
Kauri Wealth Management has 1-10 employees
What industry does Kauri Wealth Management belong to?
Kauri Wealth Management is in the industry of: Finance, Securities Trading
What is Kauri Wealth Management competition?
Kauri Wealth Management top competitors include: Majella Wealth Advisers, Hamilton Wealth Partners, Chris Humphrey Private Wealth Management, Future Wealth Planners
What technology does Kauri Wealth Management use?
Some of the popular technologies that Kauri Wealth Management uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Kauri Wealth Management?
Kauri Wealth Management contact info: Phone number: +61 1300921528 Website: www.kauriwealth.com.au
What does Kauri Wealth Management do?

Kauri Wealth Management is an independent investment advisory firm specializing in retirement and income planning for Australians. With over 35 years of experience in investment markets, they provide tailored strategies to grow superannuation and manage investment portfolios. Clients work directly with Russell Lees, the founder and director, ensuri... ng personalized advice and a strong client-adviser relationship. Kauri Wealth is dedicated to delivering financial security and maximizing investment growth for their clients.Read More

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

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