Laser Wealth Management

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

10410 Kensington Pkwy Ste 308, Kensingto...

Phone Number

(305) 570-2409

Revenue

<$5 Million

Industry

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

Laser Wealth Management is a registered investment adviser based in Kensington, Maryland, specializing in financial management services. They offer a range of services including investments, retirement planning, financial planning, insurance, tax assistance, and bookkeeping, aimed at helping clients build lasting wealth and achieve their financial goals. The firm emphasizes a partnership approach, focusing on understanding clients' personal stories and future aspirations to create actionable financial strategies. Their intended clients include individuals seeking clarity and confidence in their financial journey, as well as those needing assistance with tax issues and retirement planning.Explore more
Popular SearchesLaser Wealth ManagementLaser Wealth Management, L CLaser Wealth Management LLCAt Laser Wealth Management LCSIC Code 62,628NAICS Code 52,523Show more

Laser Wealth Management Org Chart

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SA
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Wealth Coach & Author & Tax Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Laser Wealth Management

<$5M
1-10
Private
-
2015
SA
Samuel AsareWealth Coach & Author & Tax Specialist
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
<$5M
1-10
Private
-
2009
DZ
David ZofnessPresident & Founder
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Laser Wealth Management Tech Stack

A closer look at the technologies used by Laser Wealth Management

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Frequently Asked Questions Regarding Laser Wealth Management

What is Laser Wealth Management's official website?
Laser Wealth Management's official website is www.laserwm.com
What is Laser Wealth Management's Revenue?
Laser Wealth Management's revenue is <$5 Million
What is Laser Wealth Management's SIC code?
Laser Wealth Management's SIC: 62,628
What is Laser Wealth Management's NAICS code?
Laser Wealth Management's NAICS: 52,523
How many employees does Laser Wealth Management have?
Laser Wealth Management has 1-10 employees
What industry does Laser Wealth Management belong to?
Laser Wealth Management is in the industry of: Finance, Securities Trading
What is Laser Wealth Management competition?
Laser Wealth Management top competitors include: Beacon Financial Partners, RZA Wealth Management, Monument Retirement & Wealth Advisory, Norris Financial Group
What technology does Laser Wealth Management use?
Some of the popular technologies that Laser Wealth Management uses are: Redtail CRM
How do I contact Laser Wealth Management?
Laser Wealth Management contact info: Phone number: (305) 570-2409 Website: www.laserwm.com
What does Laser Wealth Management do?

Laser Wealth Management is a registered investment adviser based in Kensington, Maryland, specializing in financial management services. They offer a range of services including investments, retirement planning, financial planning, insurance, tax assistance, and bookkeeping, aimed at helping clients build lasting wealth and achieve their financial... goals. The firm emphasizes a partnership approach, focusing on understanding clients' personal stories and future aspirations to create actionable financial strategies. Their intended clients include individuals seeking clarity and confidence in their financial journey, as well as those needing assistance with tax issues and retirement planning.Read More

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

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