Oliver Wealth Management

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

901 Dulaney Valley Rd Ste 701, Towson, M...

Phone Number

(410) 343-7125

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Oliver Wealth Management

Oliver Wealth Management offers investment advisory services, including retirement planning and funding, investment management, and estate planning. The company is based in Towson, MD.Explore more
Oliver Wealth Management's Social MediaPopular SearchesOliver Wealth ManagementOliver & Wilkens Wealth Advisors LLCOliver Investment Advisory LLCOliver SmithOliver Smith Wealth Management CoSIC Code 62,628NAICS Code 52,523Show more

Oliver Wealth Management Org Chart

PhoneEmail
AK
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Financial Planning Associate

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JP
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Financial Planning Associate

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BO
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Founder & Managing Partner

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HH
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Financial Advisor

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NM
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oliver Wealth Management

<$5M
1-10
Private
-
2016
AK
Andrew KnachelFinancial Planning Associate
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.7M
1-10
Private
-
2012
MC
Miste CliadakisManaging Director, Wealth Strategist
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Oliver Wealth Management Tech Stack

A closer look at the technologies used by Oliver Wealth Management

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Frequently Asked Questions Regarding Oliver Wealth Management

What is Oliver Wealth Management's official website?
Oliver Wealth Management's official website is www.oliverwealth.com
What is Oliver Wealth Management's Revenue?
Oliver Wealth Management's revenue is <$5 Million
What is Oliver Wealth Management's SIC code?
Oliver Wealth Management's SIC: 62,628
What is Oliver Wealth Management's NAICS code?
Oliver Wealth Management's NAICS: 52,523
How many employees does Oliver Wealth Management have?
Oliver Wealth Management has 1-10 employees
What industry does Oliver Wealth Management belong to?
Oliver Wealth Management is in the industry of: Finance, Securities Trading
What is Oliver Wealth Management competition?
Oliver Wealth Management top competitors include: Ratcliff Financial Services, Bayntree Wealth Advisors, Sterling Total Wealth Solutions, Core Wealth Management
What technology does Oliver Wealth Management use?
Some of the popular technologies that Oliver Wealth Management uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Oliver Wealth Management?
Oliver Wealth Management contact info: Phone number: (410) 343-7125 Website: www.oliverwealth.com
What does Oliver Wealth Management do?

Oliver Wealth Management offers investment advisory services, including retirement planning and funding, investment management, and estate planning. The company is based in Towson, MD.... Read More

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

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