Remnant Wealth

Accounting for Legal Practices · Maryland, United States · 1-10 Employees

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Overview

Headquarters

9601 Swallow Point Way Lowr L, Gaithersb...

Phone Number

(202) 750-0020

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services Project Management
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Remnant Wealth

Remnant Wealth specializes in tax and wealth optimization strategies for family-owned businesses and growth-minded families. Their services include proactive tax planning, business exit planning, and estate planning, all aimed at maximizing financial potential and preserving family wealth. The firm employs a team of credentialed professionals to deliver integrated strategies that enhance after-tax returns and protect legacies. They offer tailored consultations and planning engagements to meet the unique financial goals of their clients.Explore more
Remnant Wealth's Social MediaPopular SearchesRemnant WealthRemnantwealthSIC Code 72,729NAICS Code 54,541Show more

Remnant Wealth Org Chart

PhoneEmail
WB
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Remnant Wealth

<$5M
1-10
Private
-
2019
WB
Wesley BrownChief Compliance Officer
$8.5M
1-10
Private
-
-
MY
Mary YoungAdvisory Services Director, Financial
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Remnant Wealth is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

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

Remnant Wealth Tech Stack

A closer look at the technologies used by Remnant Wealth

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Remnant Wealth

What is Remnant Wealth's official website?
Remnant Wealth's official website is www.remnantwealth.com
What is Remnant Wealth's Revenue?
Remnant Wealth's revenue is <$5 Million
What is Remnant Wealth's SIC code?
Remnant Wealth's SIC: 72,729
What is Remnant Wealth's NAICS code?
Remnant Wealth's NAICS: 54,541
How many employees does Remnant Wealth have?
Remnant Wealth has 1-10 employees
What industry does Remnant Wealth belong to?
Remnant Wealth is in the industry of: Accounting for Legal Practices, Business Services, Project Management
What is Remnant Wealth competition?
Remnant Wealth top competitors include: Fountainhead Wealth, Waterford Advisors, Inlet Private Wealth, Sagemark Consulting
What technology does Remnant Wealth use?
Some of the popular technologies that Remnant Wealth uses are: GoCentral, Google Universal Analytics, Microsoft 365, GoDaddy DNS
How do I contact Remnant Wealth?
Remnant Wealth contact info: Phone number: (202) 750-0020 Website: www.remnantwealth.com
What does Remnant Wealth do?

Remnant Wealth specializes in tax and wealth optimization strategies for family-owned businesses and growth-minded families. Their services include proactive tax planning, business exit planning, and estate planning, all aimed at maximizing financial potential and preserving family wealth. The firm employs a team of credentialed professionals to de... liver integrated strategies that enhance after-tax returns and protect legacies. They offer tailored consultations and planning engagements to meet the unique financial goals of their clients.Read More

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

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