Lexington Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(859) 225-2596

Revenue

$7.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
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About Lexington Wealth Management

Pulse Wealth specializes in financial planning and investment management tailored specifically for medical sales professionals and their families. The firm offers a flat-fee model that eliminates commission conflicts, ensuring objective financial advice focused on long-term independence. With over 34 years of experience, Pulse Wealth serves clients with variable income structures, helping them navigate complex financial situations related to commissions and bonuses. Their services include personalized financial planning, tax strategies, and ongoing support to help clients achieve their financial goals.Explore more
Lexington Wealth Management's Social MediaPopular SearchesLexington Wealth ManagementLexington Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Lexington Wealth Management Org Chart

PhoneEmail
DD

Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lexington Wealth Manageme...

$7.2M
1-10
Private
-
2002
DD
David DedmanFinancial Planner
$6.1M
11-50
Private
-
2020
MC
Michael CohnFinancial Advisor & Business Owner
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2018
ML
Marisol LopezManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lexington Wealth Management Tech Stack

A closer look at the technologies used by Lexington Wealth Management

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Frequently Asked Questions Regarding Lexington Wealth Management

What is Lexington Wealth Management's official website?
Lexington Wealth Management's official website is www.lexwealth.com
What is Lexington Wealth Management's Revenue?
Lexington Wealth Management's revenue is $7.2 Million
What is Lexington Wealth Management's SIC code?
Lexington Wealth Management's SIC: 62,628
What is Lexington Wealth Management's NAICS code?
Lexington Wealth Management's NAICS: 52,523
How many employees does Lexington Wealth Management have?
Lexington Wealth Management has 1-10 employees
What industry does Lexington Wealth Management belong to?
Lexington Wealth Management is in the industry of: Finance, Securities Trading
What is Lexington Wealth Management competition?
Lexington Wealth Management top competitors include: tclwm.com, Vinson Financial Group, Tourbillion Financial Advisors, Yale Financial Consulting
What technology does Lexington Wealth Management use?
Some of the popular technologies that Lexington Wealth Management uses are: Google Cloud DNS, Cloudflare CDN, Embedly, Google Cloud Platform
How do I contact Lexington Wealth Management?
Lexington Wealth Management contact info: Phone number: (859) 225-2596 Website: www.lexwealth.com
What does Lexington Wealth Management do?

Pulse Wealth specializes in financial planning and investment management tailored specifically for medical sales professionals and their families. The firm offers a flat-fee model that eliminates commission conflicts, ensuring objective financial advice focused on long-term independence. With over 34 years of experience, Pulse Wealth serves clients... with variable income structures, helping them navigate complex financial situations related to commissions and bonuses. Their services include personalized financial planning, tax strategies, and ongoing support to help clients achieve their financial goals.Read More

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

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