Precise Wealth Management

Finance · Nevada, United States · 1-10 Employees

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Overview

Headquarters

1180 N Town Center Dr Ste 100, Las Vegas...

Phone Number

(702) 655-5030

Revenue

$5.1 Million

Industry

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

About Precise Wealth Management

Precise Wealth Management specializes in creating personalized financial plans to help clients achieve their financial goals, regardless of their current wealth stage. The firm offers tailored wealth advice that considers individual aspirations and challenges. Their services are designed for clients looking to build or enhance their wealth through strategic financial planning. Led by JB Batiste, a certified financial planner, the company emphasizes understanding clients' unique situations to ensure they stay on track with their financial objectives.Explore more
Precise Wealth Management's Social MediaPopular SearchesPrecise Wealth ManagementPrecise Financial Planning LLCPrecise Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Precise Wealth Management

$5.1M
1-10
Private
-
2009
N/A
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2021
KB
Kimberly Burdeaux-NealDirector, Client Relations
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Precise Wealth Management Tech Stack

A closer look at the technologies used by Precise Wealth Management

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Frequently Asked Questions Regarding Precise Wealth Management

What is Precise Wealth Management's official website?
Precise Wealth Management's official website is www.precisewealth.com
What is Precise Wealth Management's Revenue?
Precise Wealth Management's revenue is $5.1 Million
What is Precise Wealth Management's SIC code?
Precise Wealth Management's SIC: 62,628
What is Precise Wealth Management's NAICS code?
Precise Wealth Management's NAICS: 52,523
How many employees does Precise Wealth Management have?
Precise Wealth Management has 1-10 employees
What industry does Precise Wealth Management belong to?
Precise Wealth Management is in the industry of: Finance, Securities Trading
What is Precise Wealth Management competition?
Precise Wealth Management top competitors include: Dowd Financial Group, StrateFi Wealth Management, Trinity Wealth Management, Sherwood Investment Services
What technology does Precise Wealth Management use?
Some of the popular technologies that Precise Wealth Management uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Precise Wealth Management?
Precise Wealth Management contact info: Phone number: (702) 655-5030 Website: www.precisewealth.com
What does Precise Wealth Management do?

Precise Wealth Management specializes in creating personalized financial plans to help clients achieve their financial goals, regardless of their current wealth stage. The firm offers tailored wealth advice that considers individual aspirations and challenges. Their services are designed for clients looking to build or enhance their wealth through... strategic financial planning. Led by JB Batiste, a certified financial planner, the company emphasizes understanding clients' unique situations to ensure they stay on track with their financial objectives.Read More

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

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