Loomis Wealth Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

1954 Evelyn Byrd Ave, Harrisonburg, Virg...

Phone Number

(540) 434-2505

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About Loomis Wealth Management

Loomis Wealth Management specializes in providing comprehensive financial planning services, including investment planning, asset management, retirement planning, and estate planning. The firm aims to guide clients in making informed decisions about their financial future while balancing risk and reward. Their target clients include individuals seeking personalized financial advice and strategies for long-term wealth management. Located in Harrisonburg, Virginia, Loomis Wealth Management operates under the regulatory framework of LPL Financial.Explore more
Loomis Wealth Management's Social MediaPopular SearchesLoomis Wealth ManagementLoomis Wealth Management LLCWealth Management LLCLoomis Wealth Management IsSIC Code 62,628NAICS Code 52,523Show more

Loomis Wealth Management Org Chart

PhoneEmail
BH
United States flag for contact location.

Senior Client Associate

PhoneEmail
JH
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Loomis Wealth Management

<$5M
1-10
Private
-
2010
BH
Brenda HowdyshellSenior Client Associate
$7.6M
11-50
Private
-
1962
$5.2M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
JM
Jennifer MurphyFinancial Planner
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Loomis Wealth Management Tech Stack

A closer look at the technologies used by Loomis Wealth Management

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Frequently Asked Questions Regarding Loomis Wealth Management

What is Loomis Wealth Management's official website?
Loomis Wealth Management's official website is www.loomiswm.com
What is Loomis Wealth Management's Revenue?
Loomis Wealth Management's revenue is <$5 Million
What is Loomis Wealth Management's SIC code?
Loomis Wealth Management's SIC: 62,628
What is Loomis Wealth Management's NAICS code?
Loomis Wealth Management's NAICS: 52,523
How many employees does Loomis Wealth Management have?
Loomis Wealth Management has 1-10 employees
What industry does Loomis Wealth Management belong to?
Loomis Wealth Management is in the industry of: Finance, Securities Trading
What is Loomis Wealth Management competition?
Loomis Wealth Management top competitors include: Goodrich and Associates, Stockade Wealth Management, Advanced Portfolio Design, Murphy Wealth Management
What technology does Loomis Wealth Management use?
Some of the popular technologies that Loomis Wealth Management uses are: WordPress.org, Google Cloud DNS, Squarespace Online Stores, Proofpoint
How do I contact Loomis Wealth Management?
Loomis Wealth Management contact info: Phone number: (540) 434-2505 Website: www.loomiswm.com
What does Loomis Wealth Management do?

Loomis Wealth Management specializes in providing comprehensive financial planning services, including investment planning, asset management, retirement planning, and estate planning. The firm aims to guide clients in making informed decisions about their financial future while balancing risk and reward. Their target clients include individuals see... king personalized financial advice and strategies for long-term wealth management. Located in Harrisonburg, Virginia, Loomis Wealth Management operates under the regulatory framework of LPL Financial.Read More

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

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