KLR Wealth Management

Finance · Rhode Island, United States · 11-50 Employees

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Overview

Headquarters

951 N Main St, Providence, Rhode Island,...

Phone Number

(401) 274-2001

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
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About KLR Wealth Management

KLR Wealth Management offers a range of financial services including accounting, business consulting, tax services, and wealth management. They cater to various industries such as healthcare, manufacturing, and technology, providing tailored solutions for family-owned businesses and nonprofits. Recently, Baldwin Wealth Partners, LLC has acquired KLR Investment Advisors, enhancing their resources while maintaining dedicated service teams. Their commitment to client-centric service and community collaboration positions them as a trusted partner for individuals and businesses seeking financial guidance.Explore more
Popular SearchesKLR Wealth ManagementKLR Wealth Management LLCDtc Investments LLCKlrKlr Investments, Llc of DelawareSIC Code 62,628NAICS Code 52,523Show more

KLR Wealth Management Org Chart

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Director, State & Local Tax

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Director, People & Culture

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Senior Manager, Tax

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Senior Manager, Audit

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Senior Manager, Tax

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Senior Manager, Tax

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Manager, Tax

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Manager, Finance

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Manager, Tax

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Manager, Audit

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Compare Similar Companies to KLR Wealth Management

Compare insights from companies similar to KLR Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KLR Wealth Management

<$5M
11-50
Private
-
2020
AD
Adam DoValeDirector, State & Local Tax
<$5M
11-50
Private
-
2001
JN
Jennifer NelsonFinancial Associate & Representative
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

KLR Wealth Management Tech Stack

A closer look at the technologies used by KLR Wealth Management

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Frequently Asked Questions Regarding KLR Wealth Management

What is KLR Wealth Management's official website?
KLR Wealth Management's official website is www.klrwealth.com
What is KLR Wealth Management's Revenue?
KLR Wealth Management's revenue is <$5 Million
What is KLR Wealth Management's SIC code?
KLR Wealth Management's SIC: 62,628
What is KLR Wealth Management's NAICS code?
KLR Wealth Management's NAICS: 52,523
How many employees does KLR Wealth Management have?
KLR Wealth Management has 11-50 employees
What industry does KLR Wealth Management belong to?
KLR Wealth Management is in the industry of: Finance, Business Services, Securities Trading
What is KLR Wealth Management competition?
KLR Wealth Management top competitors include: Bay Harbor Wealth Management, Botkin Family Wealth Management, Wealth Management Group, Sierra Financial Advisors
What technology does KLR Wealth Management use?
Some of the popular technologies that KLR Wealth Management uses are: goo.gl, Google Universal Analytics, Act-On, YouTube
How do I contact KLR Wealth Management?
KLR Wealth Management contact info: Phone number: (401) 274-2001 Website: www.klrwealth.com
What does KLR Wealth Management do?

KLR Wealth Management offers a range of financial services including accounting, business consulting, tax services, and wealth management. They cater to various industries such as healthcare, manufacturing, and technology, providing tailored solutions for family-owned businesses and nonprofits. Recently, Baldwin Wealth Partners, LLC has acquired KL... R Investment Advisors, enhancing their resources while maintaining dedicated service teams. Their commitment to client-centric service and community collaboration positions them as a trusted partner for individuals and businesses seeking financial guidance.Read More

Is KLR Wealth Management a public company?
KLR Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about KLR Wealth Management

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