Promenade Wealth

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

1627 Tanner Falls Way SE, North Bend, Wa...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Promenade Wealth

Promenade Wealth, LLC is a registered investment advisor based in Washington, specializing in financial planning and investment management. The firm aims to simplify the investment process for individuals who find it intimidating or complicated, providing guidance to help clients achieve financial prosperity. Their services include debt management, savings strategies, and personalized investment advice tailored to the unique needs of families. Promenade Wealth, LLC targets clients seeking a knowledgeable and caring financial advisor to navigate their financial well-being.Explore more
Promenade Wealth's Social MediaPopular SearchesPromenade Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Promenade Wealth Org Chart

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AG
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Founder & Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Promenade Wealth

<$5M
1-10
Private
-
2019
AG
Anita GrayFounder & Principal
<$5M
1-10
Private
-
-
PR
Patrick RickettsPrincipal and CCO
<$5M
1-10
Private
-
2005
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
-
2018
JC
John CusimanoManaging Director
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
<$5M
11-50
Private
-
2022
TM
Tyler MeyerFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Promenade Wealth Tech Stack

A closer look at the technologies used by Promenade Wealth

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Frequently Asked Questions Regarding Promenade Wealth

What is Promenade Wealth's official website?
Promenade Wealth's official website is www.promenadewealth.com
What is Promenade Wealth's Revenue?
Promenade Wealth's revenue is <$5 Million
What is Promenade Wealth's SIC code?
Promenade Wealth's SIC: 62,628
What is Promenade Wealth's NAICS code?
Promenade Wealth's NAICS: 52,523
How many employees does Promenade Wealth have?
Promenade Wealth has 1-10 employees
What industry does Promenade Wealth belong to?
Promenade Wealth is in the industry of: Finance, Securities Trading
What is Promenade Wealth competition?
Promenade Wealth top competitors include: Wealth Preservation Advisors, QED Wealth Solutions, Trinity Wealth Management, Ricketts Financial
What technology does Promenade Wealth use?
Some of the popular technologies that Promenade Wealth uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Wix
What does Promenade Wealth do?

Promenade Wealth, LLC is a registered investment advisor based in Washington, specializing in financial planning and investment management. The firm aims to simplify the investment process for individuals who find it intimidating or complicated, providing guidance to help clients achieve financial prosperity. Their services include debt management,... savings strategies, and personalized investment advice tailored to the unique needs of families. Promenade Wealth, LLC targets clients seeking a knowledgeable and caring financial advisor to navigate their financial well-being.Read More

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

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