LRJ Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

34305 Solon Rd Ste 60, Solon, Ohio, 4413...

Phone Number

(440) 248-3355

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About LRJ Wealth Management

LRJ Wealth Management is an independent financial planning firm which means that our services are performed without bias or influences from mutual fund companies, insurance companies, or brokerage houses. We work for our clients only. Our client's goals and interest are and ALWAYS will remain our goals and interests. Another great advantage to being an independent firm is that we have access to limitless technologies that aid us in managing and communicating with our clients. We are headquartered in the Cleveland-Akron area in Ohio, but we serve clients across the nation. Our experienced, dedicated wealth management team is responsible for over $60 million in Assets Under Advisement for select families, individuals and business owners. We hope that our website helps you gain a better understanding of our firm and how we help our clients in the areas of Investing, Tax Planning, Estate Planning, Asset Protection, Charitable Planning, and Wealth Preservation. We add peace of mind to our cRead more
LRJ Wealth Management's Social MediaPopular SearchesLrj Wealth Management LLCLrj Wealth ManagementLrj Consulting IncL Rj Wealth ManagementLjr Commercials IncSIC Code 62,628NAICS Code 52,523Show more

LRJ Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LRJ Wealth Management

<$5M
1-10
Private
-
2004
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
1985
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LRJ Wealth Management Tech Stack

A closer look at the technologies used by LRJ Wealth Management

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Frequently Asked Questions Regarding LRJ Wealth Management

What is LRJ Wealth Management's official website?
LRJ Wealth Management's official website is www.lrjwealth.com
What is LRJ Wealth Management's Revenue?
LRJ Wealth Management's revenue is <$5 Million
What is LRJ Wealth Management's SIC code?
LRJ Wealth Management's SIC: 62,628
What is LRJ Wealth Management's NAICS code?
LRJ Wealth Management's NAICS: 52,523
How many employees does LRJ Wealth Management have?
LRJ Wealth Management has 1-10 employees
What industry does LRJ Wealth Management belong to?
LRJ Wealth Management is in the industry of: Finance, Securities Trading
What is LRJ Wealth Management competition?
LRJ Wealth Management top competitors include: The Holland Group, Stockade Wealth Management, Boone Wealth Advisors, Ratcliff Financial Services
What technology does LRJ Wealth Management use?
Some of the popular technologies that LRJ Wealth Management uses are: Microsoft 365, Sectigo, The USERTRUST Network, Namecheap Hosting
How do I contact LRJ Wealth Management?
LRJ Wealth Management contact info: Phone number: (440) 248-3355 Website: www.lrjwealth.com
What does LRJ Wealth Management do?

LRJ Wealth Management is an independent financial planning firm which means that our services are performed without bias or influences from mutual fund companies, insurance companies, or brokerage houses. We work for our clients only. Our client's goals and interest are and ALWAYS will remain our goals and interests. Another great advantage to bein... g an independent firm is that we have access to limitless technologies that aid us in managing and communicating with our clients. We are headquartered in the Cleveland-Akron area in Ohio, but we serve clients across the nation. Our experienced, dedicated wealth management team is responsible for over $60 million in Assets Under Advisement for select families, individuals and business owners. We hope that our website helps you gain a better understanding of our firm and how we help our clients in the areas of Investing, Tax Planning, Estate Planning, Asset Protection, Charitable Planning, and Wealth Preservation. We add peace of mind to our clients lives by coordinating and managing ALL of these aspects of their financial situation.Read More

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

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