Lorenz Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

420-943 W Broadway Ave, Vancouver, Briti...

Phone Number

(604) 681-2699

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Lorenz Wealth Management

Lorenz Wealth Management is a boutique wealth management firm based in Vancouver, BC, specializing in helping professionals and business owners achieve their personal and financial goals through comprehensive financial planning and investment management. Founded in 2000 by Darren Lorenz, the firm emphasizes a personalized approach, focusing on building long-term relationships based on trust and understanding clients' unique needs. Their services include investment management, insurance, tax planning, and collaboration with other financial professionals to ensure a holistic strategy. The firm primarily serves clients with $500,000 or more in investable assets, particularly those who are proactive about their financial future.Explore more
Lorenz Wealth Management's Social MediaPopular SearchesLorenz Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lorenz Wealth Management

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
JM
Jason MalloyCbia & Lawyers Financial Specialist
<$5M
1-10
Private
-
2012
KM
Katrina MichaudAdministrative Assistant
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
-
LZ
Lara ZupkeExecutive Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lorenz Wealth Management Tech Stack

A closer look at the technologies used by Lorenz Wealth Management

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Frequently Asked Questions Regarding Lorenz Wealth Management

What is Lorenz Wealth Management's official website?
Lorenz Wealth Management's official website is www.lorenzwealth.ca
What is Lorenz Wealth Management's Revenue?
Lorenz Wealth Management's revenue is <$5 Million
What is Lorenz Wealth Management's SIC code?
Lorenz Wealth Management's SIC: 62,628
What is Lorenz Wealth Management's NAICS code?
Lorenz Wealth Management's NAICS: 52,523
How many employees does Lorenz Wealth Management have?
Lorenz Wealth Management has 11-50 employees
What industry does Lorenz Wealth Management belong to?
Lorenz Wealth Management is in the industry of: Finance, Securities Trading
What is Lorenz Wealth Management competition?
Lorenz Wealth Management top competitors include: Silverberg Wealth, Groupe Spencer Group, Senecal Group Private Wealth Management, PlayCheques Wealth Management
What technology does Lorenz Wealth Management use?
Some of the popular technologies that Lorenz Wealth Management uses are: reCAPTCHA, Google Font API, Node.js, Salesforce Lightning Platform
How do I contact Lorenz Wealth Management?
Lorenz Wealth Management contact info: Phone number: (604) 681-2699 Website: www.lorenzwealth.ca
What does Lorenz Wealth Management do?

Lorenz Wealth Management is a boutique wealth management firm based in Vancouver, BC, specializing in helping professionals and business owners achieve their personal and financial goals through comprehensive financial planning and investment management. Founded in 2000 by Darren Lorenz, the firm emphasizes a personalized approach, focusing on buil... ding long-term relationships based on trust and understanding clients' unique needs. Their services include investment management, insurance, tax planning, and collaboration with other financial professionals to ensure a holistic strategy. The firm primarily serves clients with $500,000 or more in investable assets, particularly those who are proactive about their financial future.Read More

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

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