LifeWise Wealth

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

2911 Crossing Ct Ste 102, Champaign, Ill...

Phone Number

(217) 351-8755

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About LifeWise Wealth

LifeWise Wealth Advisors is a financial consulting firm dedicated to helping clients achieve their financial goals through tailored advice and expert solutions. The firm emphasizes a client-centric approach, focusing on understanding individual financial needs and objectives to provide clarity and confidence. With a team of experienced professionals, LifeWise offers a comprehensive planning process that includes initial consultations, information gathering, and ongoing plan reviews. Their services are designed for individuals seeking financial security, independence, and legacy planning.Explore more
LifeWise Wealth's Social MediaPopular SearchesLifeWise WealthLifeWise Wealth AdvisorsLifewisewealthlifewisewealth.comSIC Code 62,628NAICS Code 52,523Show more

LifeWise Wealth Org Chart

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JR
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Chief Financial Officer

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DE
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Wealth Management Advisor

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Wealth Advisor

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AM
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Certified Financial Planner

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LifeWise Wealth

<$5M
1-10
Private
-
2016
JR
Jordan RichertChief Financial Officer
<$5M
11-50
Private
-
-
MM
Michael McCuistionInvestment Advisor & Representative
<$5M
11-50
Private
-
-
TC
Trina CuthbertClient Relationship Manager
<$5M
11-50
Private
-
2019
RF
Rebecca FletcherClient Services Associate & Registered Representative
<$5M
1-10
Private
-
2008
JS
Jacqueline StirlingManaging Partner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1977
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LifeWise Wealth Tech Stack

A closer look at the technologies used by LifeWise Wealth

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Frequently Asked Questions Regarding LifeWise Wealth

What is LifeWise Wealth's official website?
LifeWise Wealth's official website is www.lifewisewealth.com
What is LifeWise Wealth's Revenue?
LifeWise Wealth's revenue is <$5 Million
What is LifeWise Wealth's SIC code?
LifeWise Wealth's SIC: 62,628
What is LifeWise Wealth's NAICS code?
LifeWise Wealth's NAICS: 52,523
How many employees does LifeWise Wealth have?
LifeWise Wealth has 1-10 employees
What industry does LifeWise Wealth belong to?
LifeWise Wealth is in the industry of: Finance, Securities Trading
What is LifeWise Wealth competition?
LifeWise Wealth top competitors include: mountaintopfinancial.net, Miller & Associates Investment Services, Pathway Financial Advisors, Cetera Financial Specialists
What technology does LifeWise Wealth use?
Some of the popular technologies that LifeWise Wealth uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
Who is the CFO of LifeWise Wealth?
LifeWise Wealth's CFO is Jordan Richert
How do I contact LifeWise Wealth?
LifeWise Wealth contact info: Phone number: (217) 351-8755 Website: www.lifewisewealth.com
What does LifeWise Wealth do?

LifeWise Wealth Advisors is a financial consulting firm dedicated to helping clients achieve their financial goals through tailored advice and expert solutions. The firm emphasizes a client-centric approach, focusing on understanding individual financial needs and objectives to provide clarity and confidence. With a team of experienced professional... s, LifeWise offers a comprehensive planning process that includes initial consultations, information gathering, and ongoing plan reviews. Their services are designed for individuals seeking financial security, independence, and legacy planning.Read More

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

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