Oban Wealth Management

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

72096 Ramos Ave Ste D, Covington, Louisi...

Phone Number

(504) 520-9484

Revenue

<$5 Million

Industry

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

About Oban Wealth Management

Oban Wealth Management LLC is a private, independent financial firm that provides tailored advice, planning, and investment strategies to meet the individual needs of its clients. The firm specializes in comprehensive, fee-based investment strategies that encompass wealth creation, ongoing lifetime planning, and wealth transfer. Oban has a particular focus on serving companies and executives in the oil and gas and natural resources sectors, as well as individuals with non-traditional financial needs. Their services include retirement planning, investment management, and collaboration with a network of accountants and attorneys for wealth transfer planning.Explore more
Popular SearchesOban Wealth Management LLCWealth Management LLCobanwealthmanagement.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oban Wealth Management

<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
JN
Jeffrey NanceManager, Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2019
OB
Olivia BurkeClient Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Oban Wealth Management Tech Stack

A closer look at the technologies used by Oban Wealth Management

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Frequently Asked Questions Regarding Oban Wealth Management

What is Oban Wealth Management's official website?
Oban Wealth Management's official website is www.obanwealthmanagement.com
What is Oban Wealth Management's Revenue?
Oban Wealth Management's revenue is <$5 Million
What is Oban Wealth Management's SIC code?
Oban Wealth Management's SIC: 62,628
What is Oban Wealth Management's NAICS code?
Oban Wealth Management's NAICS: 52,523
How many employees does Oban Wealth Management have?
Oban Wealth Management has 1-10 employees
What industry does Oban Wealth Management belong to?
Oban Wealth Management is in the industry of: Finance, Securities Trading
What is Oban Wealth Management competition?
Oban Wealth Management top competitors include: 20/20 Wealth Management Group, Beachfront Financial, Gregory-Matthew, Servet Wealth Management
What technology does Oban Wealth Management use?
Some of the popular technologies that Oban Wealth Management uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact Oban Wealth Management?
Oban Wealth Management contact info: Phone number: (504) 520-9484 Website: www.obanwealthmanagement.com
What does Oban Wealth Management do?

Oban Wealth Management LLC is a private, independent financial firm that provides tailored advice, planning, and investment strategies to meet the individual needs of its clients. The firm specializes in comprehensive, fee-based investment strategies that encompass wealth creation, ongoing lifetime planning, and wealth transfer. Oban has a particul... ar focus on serving companies and executives in the oil and gas and natural resources sectors, as well as individuals with non-traditional financial needs. Their services include retirement planning, investment management, and collaboration with a network of accountants and attorneys for wealth transfer planning.Read More

Is Oban Wealth Management a public company?
Oban Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Oban Wealth Management

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