Prime Wealth Management

Finance · Oklahoma, United States · 51-200 Employees

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Overview

Headquarters

2431 E 61st St Ste 400, Tulsa, Oklahoma,...

Revenue

$8.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
1
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1

About Prime Wealth Management

Prime Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Tulsa, OK. They offer personalized financial advice and investment strategies tailored to individual client goals, ensuring support at every stage of life. The firm emphasizes meaningful connections with clients, providing secure digital access to financial tools and resources. Their target clients include individuals seeking comprehensive financial planning and investment management to achieve their financial objectives.Explore more
Prime Wealth Management's Social MediaPopular SearchesPrime Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Prime Wealth Management Org Chart

PhoneEmail
DK
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prime Wealth Management

$8.6M
51-200
Private
-
-
DK
David KarimianFinancial Advisor
$25.8M
11-50
Private
-
2007
LP
Luis PerezChief Operating Officer
$15.9M
51-200
Private
-
1993
RG
Rebecca GodfreyVice President- Trust
$7.8M
11-50
Private
<$5M
2003
$7.2M
51-200
Private
-
1987
JW
Jacob WolkowitzManaging Director, Investment Management
<$5M
51-200
Private
-
-
JM
John MoreyChief Financial Officer
<$5M
51-200
Private
-
-
JS
John ShartrandChief Investment Officer
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Prime Wealth Management Tech Stack

A closer look at the technologies used by Prime Wealth Management

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Frequently Asked Questions Regarding Prime Wealth Management

What is Prime Wealth Management's official website?
Prime Wealth Management's official website is www.primewealthmgmt.com
What is Prime Wealth Management's Revenue?
Prime Wealth Management's revenue is $8.6 Million
What is Prime Wealth Management's SIC code?
Prime Wealth Management's SIC: 62,628
What is Prime Wealth Management's NAICS code?
Prime Wealth Management's NAICS: 52,523
How many employees does Prime Wealth Management have?
Prime Wealth Management has 51-200 employees
What industry does Prime Wealth Management belong to?
Prime Wealth Management is in the industry of: Finance, Securities Trading
What is Prime Wealth Management competition?
Prime Wealth Management top competitors include: Avior Wealth Management, Accredited Investors, BOK Financial Private Wealth, Broadview Wealth Management
What technology does Prime Wealth Management use?
Some of the popular technologies that Prime Wealth Management uses are: PHP, DoubleClick, Bing Ads, Adobe Audience Manager
What does Prime Wealth Management do?

Prime Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Tulsa, OK. They offer personalized financial advice and investment strategies tailored to individual client goals, ensuring support at every stage of life. The firm emphasizes meaningful connections with clients, providing secure digital... access to financial tools and resources. Their target clients include individuals seeking comprehensive financial planning and investment management to achieve their financial objectives.Read More

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

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