Longevity Wealth

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

331 Bendigo Blvd N, North Bend, Washingt...

Phone Number

(425) 292-9730

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
1
1
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About Longevity Wealth

Longevity Wealth is a financial planning and wealth management firm based in North Bend, WA, dedicated to guiding clients through their financial journeys. They offer personalized planning services tailored to individual financial goals, whether for education, investment, or retirement. The firm emphasizes ongoing support and regular reviews to adapt to clients' changing circumstances. With a focus on simplifying the wealth management process, Longevity Wealth aims to provide expert guidance and a customized strategy for each client.Explore more
Longevity Wealth's Social MediaPopular SearchesLongevity WealthLongevity and Wealth LLCLongevity Wealth LLCLongevityWealth1SIC Code 62,628NAICS Code 52,523Show more

Longevity Wealth Org Chart

PhoneEmail
CB
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Director, Client Relationship & Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Longevity Wealth

<$5M
1-10
Private
-
2020
CB
Chantal BlankenburgDirector, Client Relationship & Partner
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
<$5M
1-10
Private
-
2008
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

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

What does this means?

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

Longevity Wealth Tech Stack

A closer look at the technologies used by Longevity Wealth

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Frequently Asked Questions Regarding Longevity Wealth

What is Longevity Wealth's official website?
Longevity Wealth's official website is www.longevity-wealth.com
What is Longevity Wealth's Revenue?
Longevity Wealth's revenue is <$5 Million
What is Longevity Wealth's SIC code?
Longevity Wealth's SIC: 62,628
What is Longevity Wealth's NAICS code?
Longevity Wealth's NAICS: 52,523
How many employees does Longevity Wealth have?
Longevity Wealth has 1-10 employees
What industry does Longevity Wealth belong to?
Longevity Wealth is in the industry of: Finance, Securities Trading
What is Longevity Wealth competition?
Longevity Wealth top competitors include: Trinity Wealth Management, Sterling Total Wealth Solutions, Sherwood Investment Services, KMR Wealth Advisory
What technology does Longevity Wealth use?
Some of the popular technologies that Longevity Wealth uses are: Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Longevity Wealth?
Longevity Wealth contact info: Phone number: (425) 292-9730 Website: www.longevity-wealth.com
What does Longevity Wealth do?

Longevity Wealth is a financial planning and wealth management firm based in North Bend, WA, dedicated to guiding clients through their financial journeys. They offer personalized planning services tailored to individual financial goals, whether for education, investment, or retirement. The firm emphasizes ongoing support and regular reviews to ada... pt to clients' changing circumstances. With a focus on simplifying the wealth management process, Longevity Wealth aims to provide expert guidance and a customized strategy for each client.Read More

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

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