Premier Wealth Management

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

19101 36th Ave W Ste 211, Lynnwood, Wash...

Phone Number

(425) 744-8088

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About Premier Wealth Management

Premier Wealth Washington is a financial advisory firm located in Lynnwood, WA, dedicated to serving individuals and businesses by providing tailored financial solutions. With over 60 years of combined experience, their team focuses on understanding clients' unique financial needs through a comprehensive 360 Financial Review process. They offer services such as wealth management, retirement planning, and customized investment strategies, ensuring that clients can protect and grow their assets effectively. The firm is committed to community involvement and operates as a fiduciary, prioritizing the best interests of their clients.Explore more
Premier Wealth Management's Social MediaPopular SearchesPremier Wealth Management LLCPremier Wealth ManagementPremier Wealth WashingtonBob Mcmahon IncManagement Bureau LLCSIC Code 62,628NAICS Code 52,523Show more

Premier Wealth Management Org Chart

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BP
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Managing Principal, Chief Investment Officer

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Vice President, Equity Research

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Premier Wealth Management

<$5M
1-10
Private
-
1993
BP
Brian PriceManaging Principal, Chief Investment Officer
$10.4M
11-50
Private
-
1995
NV
Nathan Van BortelVice President and Partner
$6.3M
1-10
Private
-
2011
MG
Monika GerspacherClient Service Associate
<$5M
11-50
Private
-
2013
CK
Chelsea KerslakeChief Operating Officer & Partner
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
1999
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Premier Wealth Management Tech Stack

A closer look at the technologies used by Premier Wealth Management

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Frequently Asked Questions Regarding Premier Wealth Management

What is Premier Wealth Management's official website?
Premier Wealth Management's official website is www.premierwealthwa.com
What is Premier Wealth Management's Revenue?
Premier Wealth Management's revenue is <$5 Million
What is Premier Wealth Management's SIC code?
Premier Wealth Management's SIC: 62,628
What is Premier Wealth Management's NAICS code?
Premier Wealth Management's NAICS: 52,523
How many employees does Premier Wealth Management have?
Premier Wealth Management has 1-10 employees
What industry does Premier Wealth Management belong to?
Premier Wealth Management is in the industry of: Finance, Securities Trading
What is Premier Wealth Management competition?
Premier Wealth Management top competitors include: Ratcliff Financial Services, Moscaret Investment Advisory, Conestoga Wealth Partners, Canandaigua Financial Group
What technology does Premier Wealth Management use?
Some of the popular technologies that Premier Wealth Management uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Premier Wealth Management?
Premier Wealth Management contact info: Phone number: (425) 744-8088 Website: www.premierwealthwa.com
What does Premier Wealth Management do?

Premier Wealth Washington is a financial advisory firm located in Lynnwood, WA, dedicated to serving individuals and businesses by providing tailored financial solutions. With over 60 years of combined experience, their team focuses on understanding clients' unique financial needs through a comprehensive 360 Financial Review process. They offer ser... vices such as wealth management, retirement planning, and customized investment strategies, ensuring that clients can protect and grow their assets effectively. The firm is committed to community involvement and operates as a fiduciary, prioritizing the best interests of their clients.Read More

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

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