Piton Wealth

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

11257 W Clearwater Ave Ste 110, Kennewic...

Phone Number

(509) 582-0570

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
1
1
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1

About Piton Wealth

Piton Wealth offers comprehensive wealth management services with an integrated approach, focusing on coordinating retirement, investments, estate planning, tax strategy, and charitable giving. The firm prides itself on having a team of Certified Financial Planner (CFP) professionals, ensuring high-quality financial guidance tailored to clients' specific goals. With a commitment to quality over volume, Piton Wealth serves a select client base nationwide, emphasizing a no-pressure environment to find the right fit for their clients. They also provide educational resources and community events to enhance financial literacy and engagement.Explore more
Piton Wealth's Social MediaPopular SearchesPiton WealthPiton Wealth - Thrivent Advisor NetworkPitonwealthPiton Wealth & Thrivent FinancialSIC Code 62,628NAICS Code 52,523Show more

Piton Wealth Org Chart

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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Piton Wealth

<$5M
11-50
Private
-
2002
AC
Andrew ClaryChief Operating Officer
$8.6M
11-50
Private
-
2010
MP
Mindy ParsonsManager, Client Services
<$5M
1-10
Private
-
2013
BK
Brian KragtDirector, Operations
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Piton Wealth Tech Stack

A closer look at the technologies used by Piton Wealth

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Frequently Asked Questions Regarding Piton Wealth

What is Piton Wealth's official website?
Piton Wealth's official website is www.pitonwealth.com
What is Piton Wealth's Revenue?
Piton Wealth's revenue is <$5 Million
What is Piton Wealth's SIC code?
Piton Wealth's SIC: 62,628
What is Piton Wealth's NAICS code?
Piton Wealth's NAICS: 52,523
How many employees does Piton Wealth have?
Piton Wealth has 11-50 employees
What industry does Piton Wealth belong to?
Piton Wealth is in the industry of: Finance, Securities Trading
What is Piton Wealth competition?
Piton Wealth top competitors include: Wealth Advisory Services, Pillar Wealth Management, Sterling Total Wealth Solutions, Holliger Financial Consultants
What technology does Piton Wealth use?
Some of the popular technologies that Piton Wealth uses are: DocuSign, WooCommerce, WordPress.org, reCAPTCHA
How do I contact Piton Wealth?
Piton Wealth contact info: Phone number: (509) 582-0570 Website: www.pitonwealth.com
What does Piton Wealth do?

Piton Wealth offers comprehensive wealth management services with an integrated approach, focusing on coordinating retirement, investments, estate planning, tax strategy, and charitable giving. The firm prides itself on having a team of Certified Financial Planner (CFP) professionals, ensuring high-quality financial guidance tailored to clients' sp... ecific goals. With a commitment to quality over volume, Piton Wealth serves a select client base nationwide, emphasizing a no-pressure environment to find the right fit for their clients. They also provide educational resources and community events to enhance financial literacy and engagement.Read More

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

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