Salish Wealth Management

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

2122 Barkley Blvd # 200, Bellingham, Was...

Phone Number

(360) 671-5900

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 Salish Wealth Management

Salish Wealth Management, established in 2016, offers comprehensive financial planning and investment management services to individuals and families in Bellingham, Whatcom County, and beyond. Their services include managed portfolios, retirement accounts, estate conservation, tax strategies, and alternative investments. The company is dedicated to a client-first philosophy, providing personalized financial plans to help clients transition through various stages of life and enjoy their retirement years. Salish Wealth Management is committed to exceptional customer service and community involvement.Explore more
Salish Wealth Management's Social MediaPopular SearchesSalish Wealth ManagementSalish Wealth Management IncSalish Financial LLCBellingham Wealth Management LLCSalish Corporate Services LLCSIC Code 62,628NAICS Code 52,523Show more

Salish Wealth Management Org Chart

PhoneEmail
TN
United States flag for contact location.

Financial Advisor & Vice President

PhoneEmail
AR
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Financial Advisor & Vice President

PhoneEmail

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Compare insights from companies similar to Salish Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Salish Wealth Management

<$5M
1-10
Private
-
2016
TN
Ted NewmanFinancial Advisor & Vice President
<$5M
1-10
Private
-
-
CW
Christopher WeismillerPrincipal, Wealth Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Salish Wealth Management Tech Stack

A closer look at the technologies used by Salish Wealth Management

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Frequently Asked Questions Regarding Salish Wealth Management

What is Salish Wealth Management's official website?
Salish Wealth Management's official website is www.salishwm.com
What is Salish Wealth Management's Revenue?
Salish Wealth Management's revenue is <$5 Million
What is Salish Wealth Management's SIC code?
Salish Wealth Management's SIC: 62,628
What is Salish Wealth Management's NAICS code?
Salish Wealth Management's NAICS: 52,523
How many employees does Salish Wealth Management have?
Salish Wealth Management has 1-10 employees
What industry does Salish Wealth Management belong to?
Salish Wealth Management is in the industry of: Finance, Securities Trading
What is Salish Wealth Management competition?
Salish Wealth Management top competitors include: Diversified Wealth Management Solutions, Botkin Family Wealth Management, Goodrich and Associates, Directional Wealth Management
What technology does Salish Wealth Management use?
Some of the popular technologies that Salish Wealth Management uses are: WordPress.org, PHP, AddToAny, Microsoft 365
How do I contact Salish Wealth Management?
Salish Wealth Management contact info: Phone number: (360) 671-5900 Website: www.salishwm.com
What does Salish Wealth Management do?

Salish Wealth Management, established in 2016, offers comprehensive financial planning and investment management services to individuals and families in Bellingham, Whatcom County, and beyond. Their services include managed portfolios, retirement accounts, estate conservation, tax strategies, and alternative investments. The company is dedicated to... a client-first philosophy, providing personalized financial plans to help clients transition through various stages of life and enjoy their retirement years. Salish Wealth Management is committed to exceptional customer service and community involvement.Read More

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

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