Link Wealth Management

Finance · Idaho, United States · 11-50 Employees

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Overview

Headquarters

1020 N Hickory Ave Ste 105, Meridian, Id...

Phone Number

(208) 898-9900

Revenue

$7.2 Million

Industry

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

Link Wealth Management, located in Meridian, Idaho, specializes in retirement planning, financial advice, and investment strategies for clients in the Boise area. The firm focuses on understanding clients' goals and assets to create personalized wealth management strategies. They offer a range of services including estate planning, tax advice, and investment management. Link Wealth Management aims to provide clients with a confident financial future through customized strategies and ongoing support.Explore more
Link Wealth Management's Social MediaPopular SearchesLink Wealth ManagementLink Wealth Management LLCLinks Wealth Management LtdWealth Management LLClink wealth management1020 NSIC Code 62,628NAICS Code 52,523Show more

Link Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Link Wealth Management

$7.2M
11-50
Private
-
2009
$6.5M
11-50
Private
-
-
DC
Daniel ChenPresident & Investment Advisor & Representative
<$5M
1-10
Private
-
2003
CJ
Courtney JensonDirector, Operations
<$5M
1-10
Private
-
1983
AW
Allen WebskowskiPosition, Accounting Field
<$5M
1-10
Private
-
-
SC
Stephen CooperRegistered Representative
<$5M
1-10
Private
-
1998
LL
Lita LansanganOffice Manager
<$5M
1-10
Private
-
1994
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Link Wealth Management Tech Stack

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Frequently Asked Questions Regarding Link Wealth Management

What is Link Wealth Management's official website?
Link Wealth Management's official website is www.linkwealthmgt.com
What is Link Wealth Management's Revenue?
Link Wealth Management's revenue is $7.2 Million
What is Link Wealth Management's SIC code?
Link Wealth Management's SIC: 62,628
What is Link Wealth Management's NAICS code?
Link Wealth Management's NAICS: 52,523
How many employees does Link Wealth Management have?
Link Wealth Management has 11-50 employees
What industry does Link Wealth Management belong to?
Link Wealth Management is in the industry of: Finance, Securities Trading
What is Link Wealth Management competition?
Link Wealth Management top competitors include: Michael L Bishop, Retirement Distribution and Wealth Management Strategies, Silberman Wealth Strategies, Webskowski Financial
What technology does Link Wealth Management use?
Some of the popular technologies that Link Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, Font Awesome
How do I contact Link Wealth Management?
Link Wealth Management contact info: Phone number: (208) 898-9900 Website: www.linkwealthmgt.com
What does Link Wealth Management do?

Link Wealth Management, located in Meridian, Idaho, specializes in retirement planning, financial advice, and investment strategies for clients in the Boise area. The firm focuses on understanding clients' goals and assets to create personalized wealth management strategies. They offer a range of services including estate planning, tax advice, and... investment management. Link Wealth Management aims to provide clients with a confident financial future through customized strategies and ongoing support.Read More

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

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