LBW Wealth Management

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

6410 Enterprise Ln Ste 120, Madison, Wis...

Phone Number

(608) 286-1321

Revenue

<$5 Million

Industry

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

LBW Wealth Management offers innovative financial planning services aimed at empowering clients to achieve their financial goals without the pressure of traditional sales tactics. They emphasize teamwork and partnership, ensuring that clients are actively involved in the planning process and that their unique circumstances are taken into account. Utilizing a subscription model, they provide personalized financial consulting for both individuals and businesses, continuously adapting strategies to align with clients' evolving needs. Their approach focuses on building a strong relationship with finances, fostering growth and success for their clients.Explore more
LBW Wealth Management's Social MediaPopular SearchesLbw Wealth Management LLCLBW Wealth ManagementLeach, BickmoreBickmore & Weiss Wealth Management LLCLbwSIC Code 62,628NAICS Code 52,523Show more

LBW Wealth Management Org Chart

PhoneEmail
TB
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Co-Founder & Director, Financial Planning

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CH
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Partner and Director of Client Service

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GG
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Senior Financial Planning Analyst

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CK
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Financial Planning Analyst

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Revenue

Number of Employees

Type

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Top Executive

LBW Wealth Management

<$5M
1-10
Private
-
2015
TB
Timothy BickmoreCo-Founder & Director, Financial Planning
<$5M
11-50
Private
-
2018
N/A
<$5M
1-10
Private
-
2011
RF
Robert FinleyPortfolio Manager
<$5M
1-10
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-
2006
HC
Hope CanniffFinancial Planner
<$5M
1-10
Private
-
2003
SV
Sue VottaPractice Manager
<$5M
1-10
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2004
DW
Donna WoodCEO, Cpa and Pfs, Cfp
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LBW Wealth Management Tech Stack

A closer look at the technologies used by LBW Wealth Management

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Frequently Asked Questions Regarding LBW Wealth Management

What is LBW Wealth Management's official website?
LBW Wealth Management's official website is www.lbw-wealth.com
What is LBW Wealth Management's Revenue?
LBW Wealth Management's revenue is <$5 Million
What is LBW Wealth Management's SIC code?
LBW Wealth Management's SIC: 62,628
What is LBW Wealth Management's NAICS code?
LBW Wealth Management's NAICS: 52,523
How many employees does LBW Wealth Management have?
LBW Wealth Management has 1-10 employees
What industry does LBW Wealth Management belong to?
LBW Wealth Management is in the industry of: Finance, Securities Trading
What is LBW Wealth Management competition?
LBW Wealth Management top competitors include: Tedstrom Wealth, Virtue Asset Management, ProVise Management Group, Wood Smith Advisors
What technology does LBW Wealth Management use?
Some of the popular technologies that LBW Wealth Management uses are: WooCommerce, WordPress.org, PHP, Sentry
How do I contact LBW Wealth Management?
LBW Wealth Management contact info: Phone number: (608) 286-1321 Website: www.lbw-wealth.com
What does LBW Wealth Management do?

LBW Wealth Management offers innovative financial planning services aimed at empowering clients to achieve their financial goals without the pressure of traditional sales tactics. They emphasize teamwork and partnership, ensuring that clients are actively involved in the planning process and that their unique circumstances are taken into account. U... tilizing a subscription model, they provide personalized financial consulting for both individuals and businesses, continuously adapting strategies to align with clients' evolving needs. Their approach focuses on building a strong relationship with finances, fostering growth and success for their clients.Read More

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

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