Percension Wealth Advisors

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

801 2nd Ave Ste 800, Seattle, Washington...

Phone Number

(206) 489-5577

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Percension Wealth Advisors

Percension Wealth Advisors, LLC is a registered investment advisor firm based in Bellevue, WA, specializing in managing client investments including IRA, 401k, and brokerage portfolios. The firm focuses on building wealth and financial health for its clients. It provides informational resources but does not offer specific financial advice or guarantees on investments. Intended clients include individuals seeking professional guidance in managing their investment portfolios.Explore more
Percension Wealth Advisors's Social MediaPopular SearchesPercension Wealth Advisors LLCPERCENSION WEALTH ADVISORSPercensionSIC Code 62,628NAICS Code 52,523Show more

Percension Wealth Advisors Org Chart

PhoneEmail
BB
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Founder & Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Percension Wealth Advisor...

<$5M
1-10
Private
-
2012
BB
Brian BetzFounder & Principal
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
<$5M
2007
SB
Steve BrianPresident, CEO
<$5M
1-10
Private
-
2021
DO
Derek OlsonVice President. Managing Partner, Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
PR
Paul RagonePresident & Manager, Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Percension Wealth Advisors Tech Stack

A closer look at the technologies used by Percension Wealth Advisors

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Frequently Asked Questions Regarding Percension Wealth Advisors

What is Percension Wealth Advisors's official website?
Percension Wealth Advisors's official website is www.percension.com
What is Percension Wealth Advisors's Revenue?
Percension Wealth Advisors's revenue is <$5 Million
What is Percension Wealth Advisors's SIC code?
Percension Wealth Advisors's SIC: 62,628
What is Percension Wealth Advisors's NAICS code?
Percension Wealth Advisors's NAICS: 52,523
How many employees does Percension Wealth Advisors have?
Percension Wealth Advisors has 1-10 employees
What industry does Percension Wealth Advisors belong to?
Percension Wealth Advisors is in the industry of: Finance, Securities Trading
What is Percension Wealth Advisors competition?
Percension Wealth Advisors top competitors include: Panichi Blair Wealth Advisors, Stratos Wealth Advisors, Great Lakes Wealth Advisors, KASE Wealth Advisors
What technology does Percension Wealth Advisors use?
Some of the popular technologies that Percension Wealth Advisors uses are: Google Universal Analytics, Squarespace Online Stores, Proofpoint, Adobe Typekit
How do I contact Percension Wealth Advisors?
Percension Wealth Advisors contact info: Phone number: (206) 489-5577 Website: www.percension.com
What does Percension Wealth Advisors do?

Percension Wealth Advisors, LLC is a registered investment advisor firm based in Bellevue, WA, specializing in managing client investments including IRA, 401k, and brokerage portfolios. The firm focuses on building wealth and financial health for its clients. It provides informational resources but does not offer specific financial advice or guaran... tees on investments. Intended clients include individuals seeking professional guidance in managing their investment portfolios.Read More

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

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