NMS Wealth Management

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

8383 Mentor Ave, Mentor, Ohio, 44060, Un...

Phone Number

(440) 510-1901

Revenue

$10.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About NMS Wealth Management

Lakeridge Wealth Management specializes in personalized wealth, retirement, and investment planning services across the United States, with locations in New Mexico, Colorado, and Ohio. They cater to a diverse clientele, including first-time investors, wealth-builders, and retirement-seekers, providing tailored financial strategies and ongoing support. Their services encompass estate planning, insurance, investment management, and financial resources for specific professions like doctors and business owners. The firm emphasizes building long-term relationships through open communication to help clients achieve their financial goals.Explore more
NMS Wealth Management's Social MediaPopular SearchesNms Wealth ManagementWww NmswealthmanagementShawn Neece CpaMalec, Seifert, & Vitaz IncNeeceSIC Code 62,628NAICS Code 52,523Show more

NMS Wealth Management Org Chart

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Director, Wealth Management

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

NMS Wealth Management

$10.5M
11-50
Private
<$5M
1994
BD
Brian DistlerDirector, Wealth Management
$6.5M
11-50
Private
-
2006
Mark Vergenes, President at Mirus Financial Partners
Mark VergenesPresident
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2013
TT
Ty TartlerExecutive Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
1983
DM
Dina McDermottChief Operating Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

NMS Wealth Management financials insights

Gather financial insights about NMS Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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NMS Wealth Management Tech Stack

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NMS Wealth Management News & Media

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Frequently Asked Questions Regarding NMS Wealth Management

What is NMS Wealth Management's official website?
NMS Wealth Management's official website is www.nmswealthmanagement.com
What is NMS Wealth Management's Revenue?
NMS Wealth Management's revenue is $10.5 Million
What is NMS Wealth Management's SIC code?
NMS Wealth Management's SIC: 62,628
What is NMS Wealth Management's NAICS code?
NMS Wealth Management's NAICS: 52,523
How many employees does NMS Wealth Management have?
NMS Wealth Management has 11-50 employees
What industry does NMS Wealth Management belong to?
NMS Wealth Management is in the industry of: Finance, Securities Trading
What is NMS Wealth Management competition?
NMS Wealth Management top competitors include: Fountainhead Wealth, Houser Financial Group, Guide Financial Group, Focus Financial Network
What technology does NMS Wealth Management use?
Some of the popular technologies that NMS Wealth Management uses are: Drupal, reCAPTCHA, Google Universal Analytics, Drupal 8
How do I contact NMS Wealth Management?
NMS Wealth Management contact info: Phone number: (440) 510-1901 Website: www.nmswealthmanagement.com
What does NMS Wealth Management do?

Lakeridge Wealth Management specializes in personalized wealth, retirement, and investment planning services across the United States, with locations in New Mexico, Colorado, and Ohio. They cater to a diverse clientele, including first-time investors, wealth-builders, and retirement-seekers, providing tailored financial strategies and ongoing suppo... rt. Their services encompass estate planning, insurance, investment management, and financial resources for specific professions like doctors and business owners. The firm emphasizes building long-term relationships through open communication to help clients achieve their financial goals.Read More

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

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