Lee Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

500 Harrold St Unit 3104, Fort Worth, Te...

Phone Number

(817) 231-0101

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Lee Wealth Management

Lee Wealth Management Group LLC offers customized financial services designed to align with clients' unique values, goals, and objectives. With over 30 years of combined experience, their team focuses on delivering high-impact results through integration, transparency, and clear communication. Their services include comprehensive fee-only financial plans, estate planning, alternative investments, risk management, and retirement planning. The firm aims to provide clients with a holistic view of their financial strategies through sophisticated data aggregation and reporting.Explore more
Lee Wealth Management's Social MediaPopular SearchesLee Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Lee Wealth Management Org Chart

PhoneEmail
JL
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President & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lee Wealth Management

<$5M
1-10
Private
-
2007
JL
J. LeePresident & Founder
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
HR
Holli RadakovichManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lee Wealth Management Tech Stack

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Frequently Asked Questions Regarding Lee Wealth Management

What is Lee Wealth Management's official website?
Lee Wealth Management's official website is www.leewealth.com
What is Lee Wealth Management's Revenue?
Lee Wealth Management's revenue is <$5 Million
What is Lee Wealth Management's SIC code?
Lee Wealth Management's SIC: 62,628
What is Lee Wealth Management's NAICS code?
Lee Wealth Management's NAICS: 52,523
How many employees does Lee Wealth Management have?
Lee Wealth Management has 1-10 employees
What industry does Lee Wealth Management belong to?
Lee Wealth Management is in the industry of: Finance, Securities Trading
What is Lee Wealth Management competition?
Lee Wealth Management top competitors include: Sterling Total Wealth Solutions, CB Wealth Advisory, Full Circle Wealth Strategies, Selkirk Wealth Advisors
What technology does Lee Wealth Management use?
Some of the popular technologies that Lee Wealth Management uses are: Squarespace Online Stores, Proofpoint, Adobe Typekit, GoDaddy DNS
How do I contact Lee Wealth Management?
Lee Wealth Management contact info: Phone number: (817) 231-0101 Website: www.leewealth.com
What does Lee Wealth Management do?

Lee Wealth Management Group LLC offers customized financial services designed to align with clients' unique values, goals, and objectives. With over 30 years of combined experience, their team focuses on delivering high-impact results through integration, transparency, and clear communication. Their services include comprehensive fee-only financial... plans, estate planning, alternative investments, risk management, and retirement planning. The firm aims to provide clients with a holistic view of their financial strategies through sophisticated data aggregation and reporting.Read More

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

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