Rowe Wealth Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

980 N Federal Hwy Ste 110, Boca Raton, F...

Phone Number

(561) 210-7555

Revenue

$6.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Jun
ZI Rank
1
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About Rowe Wealth Management

Rowe Wealth Management's Private Client Group is the money management arm of Rowe Wealth Management. In February 2015, we opened our doors to investors with accounts valued over $500,000 (separate or, in some cases, combined) on a "first come first serve" basis. Investors can request to become a member of the RWM Private Client Group, have a complimentary portfolio review and view our 7 systematic relative strength investment models by clicking here to set up a telephone appointment with one of our advisors. RWM's Private Client Group membership includes professional systematic relative strength based asset management, exclusive monthly webinars with investment guidance and education and quarterly one-on-one meetings (face to face, telephone or video conference). Group membership also includes access to the expertise of a vast network of investment-professionals, developed by Chris Rowe over the past two decades. Clients with accounts in excess of $1 million gain free access to all subRead more
Popular SearchesRowe Wealth Management LLCRowe Wealth ManagementPrivate Wealth ManagementRowe Wealth Management - LLCWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Rowe Wealth Management Org Chart

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Founder & Chief Information Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rowe Wealth Management

$6.4M
11-50
Private
-
2013
CR
Christopher RoweFounder & Chief Information Officer
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
11-50
Private
-
1999
N/A
<$5M
1-10
Private
-
1984
KK
Kenneth KaczmarekPrincipal, Managing Director, Chief Economic Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
LR
Linda ReznyExecutive Vice President & Director, Operations
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Rowe Wealth Management Tech Stack

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Frequently Asked Questions Regarding Rowe Wealth Management

What is Rowe Wealth Management's official website?
Rowe Wealth Management's official website is www.rowewealth.com
What is Rowe Wealth Management's Revenue?
Rowe Wealth Management's revenue is $6.4 Million
What is Rowe Wealth Management's SIC code?
Rowe Wealth Management's SIC: 62,628
What is Rowe Wealth Management's NAICS code?
Rowe Wealth Management's NAICS: 52,523
How many employees does Rowe Wealth Management have?
Rowe Wealth Management has 11-50 employees
What industry does Rowe Wealth Management belong to?
Rowe Wealth Management is in the industry of: Finance, Securities Trading
What is Rowe Wealth Management competition?
Rowe Wealth Management top competitors include: Pillar Wealth Management, Rezny Wealth Management, Money Manager, Greenwood Capital Associates
What technology does Rowe Wealth Management use?
Some of the popular technologies that Rowe Wealth Management uses are: MailChimp, Eploy, Engage ATS, Empetus
How do I contact Rowe Wealth Management?
Rowe Wealth Management contact info: Phone number: (561) 210-7555 Website: www.rowewealth.com
What does Rowe Wealth Management do?

Rowe Wealth Management's Private Client Group is the money management arm of Rowe Wealth Management. In February 2015, we opened our doors to investors with accounts valued over $500,000 (separate or, in some cases, combined) on a "first come first serve" basis. Investors can request to become a member of the RWM Private Client Group, have a compli... mentary portfolio review and view our 7 systematic relative strength investment models by clicking here to set up a telephone appointment with one of our advisors. RWM's Private Client Group membership includes professional systematic relative strength based asset management, exclusive monthly webinars with investment guidance and education and quarterly one-on-one meetings (face to face, telephone or video conference). Group membership also includes access to the expertise of a vast network of investment-professionals, developed by Chris Rowe over the past two decades. Clients with accounts in excess of $1 million gain free access to all subscription and educational products and services. Members of our Private Client Group who reside in certain states and countries will also be offered the ability to collect ongoing referral fees.Read More

Is Rowe Wealth Management a public company?
Rowe Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Rowe Wealth Management

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