Prime Wealth Advisors

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

13843 W Meeker Blvd Ste 105, Sun City We...

Phone Number

(623) 773-9099

Revenue

$6.2 Million

Industry

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

Prime Wealth Advisors is a financial services firm offering wealth management and financial planning solutions tailored to individual needs. Their services include retirement income strategies, asset preservation, investments, and tax-efficient strategies, aiming to assist clients in achieving their financial goals. The company employs a three-step planning process, bringing together a team of specialists to provide comprehensive solutions for retirement planning. Targeting clients in Arizona, they emphasize personalized strategies to help clients protect and grow their wealth.Explore more
Prime Wealth Advisors's Social MediaPopular SearchesPrime Wealth AdvisorsPrime Wealth Advisors LLCPrime Wealth Vehicles LLCprimewealthadvisors.comSIC Code 62,628NAICS Code 52,523Show more

Prime Wealth Advisors Org Chart

PhoneEmail
SB
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Office Manager

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BT
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Senior Manager, Accounts

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Receptionist and Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prime Wealth Advisors

$6.2M
11-50
Private
-
2007
SB
Sam BridwellOffice Manager
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2015
David McInnis, Founder & Chief Executive Officer at Madden Creek Advisors
David McInnisFounder & CEO
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Prime Wealth Advisors Tech Stack

A closer look at the technologies used by Prime Wealth Advisors

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Frequently Asked Questions Regarding Prime Wealth Advisors

What is Prime Wealth Advisors's official website?
Prime Wealth Advisors's official website is www.pwa1.com
What is Prime Wealth Advisors's Revenue?
Prime Wealth Advisors's revenue is $6.2 Million
What is Prime Wealth Advisors's SIC code?
Prime Wealth Advisors's SIC: 62,628
What is Prime Wealth Advisors's NAICS code?
Prime Wealth Advisors's NAICS: 52,523
How many employees does Prime Wealth Advisors have?
Prime Wealth Advisors has 11-50 employees
What industry does Prime Wealth Advisors belong to?
Prime Wealth Advisors is in the industry of: Finance, Securities Trading
What is Prime Wealth Advisors competition?
Prime Wealth Advisors top competitors include: Holliger Financial Consultants, Investment Services Group, Madden Creek Advisors, Apollo Wealth Advisors
What technology does Prime Wealth Advisors use?
Some of the popular technologies that Prime Wealth Advisors uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare CDN
How do I contact Prime Wealth Advisors?
Prime Wealth Advisors contact info: Phone number: (623) 773-9099 Website: www.pwa1.com
What does Prime Wealth Advisors do?

Prime Wealth Advisors is a financial services firm offering wealth management and financial planning solutions tailored to individual needs. Their services include retirement income strategies, asset preservation, investments, and tax-efficient strategies, aiming to assist clients in achieving their financial goals. The company employs a three-step... planning process, bringing together a team of specialists to provide comprehensive solutions for retirement planning. Targeting clients in Arizona, they emphasize personalized strategies to help clients protect and grow their wealth.Read More

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

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