Schneider Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

3100 W Southlake Blvd Ste 110, Southlake...

Phone Number

(817) 482-1800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Schneider Wealth Management

Schneider Wealth Management specializes in holistic retirement wealth management, focusing on tailored financial solutions that meet individual client needs. With over 100 years of combined experience, their expert team coordinates various aspects of financial planning, including tax, investment, and estate planning. They prioritize a fiduciary approach, ensuring clients' interests are at the forefront of their services. The firm aims to enhance clients' financial confidence and long-term well-being through a comprehensive and personalized wealth management system.Explore more
Schneider Wealth Management's Social MediaPopular SearchesSchneider Wealth Management LLCSchneider Wealth ManagementWealth Schneider ManagementSchneider WealthSchneider Wealth ManSIC Code 62,628NAICS Code 52,523Show more

Schneider Wealth Management Org Chart

Todd Schneider, Chief Executive Officer & Founder at Schneider Wealth Management
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Chief Executive Officer & Founder

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RK
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Office Manager

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Commercial Real Estate Specialist

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Residential and Luxury Home Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schneider Wealth Manageme...

<$5M
1-10
Private
<$5M
2002
Todd Schneider, Chief Executive Officer & Founder at Schneider Wealth Management
Todd SchneiderCEO & Founder
$6.4M
11-50
Private
-
2011
JG
Janine GieckController & Manager, Transfer
<$5M
11-50
Private
-
1997
AM
Andrew MurdochPresident CFP
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
11-50
Private
<$5M
2002
N/A
<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
<$5M
1-10
Private
-
2012
KP
Kenneth PorterFounder & CEO
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Schneider Wealth Management financials insights

Gather financial insights about Schneider Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$20K

See All Schneider Wealth Management's Financials Insights

Schneider Wealth Management Tech Stack

A closer look at the technologies used by Schneider Wealth Management

Schneider Wealth Management News & Media

  • Golden State Welcomes Wealth Manager, Todd Schneider of Schneider Wealth Management in Southlake, TX

    SOUTH COAST METRO, Calif., March 29, 2021 (GLOBE NEWSWIRE) -- Golden State, an investment advisor registered with the SEC, announced today that Todd Schneider of Schneider Wealth Management has joined the team marking Golden State’s second location in the Lone Star State. Operating in Southlake, Texas, Todd specializes in designing a clear road map based on individual financial goals and building a custom-tailored retirement system for each client to help manage assets to potentially limit
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Frequently Asked Questions Regarding Schneider Wealth Management

What is Schneider Wealth Management's official website?
Schneider Wealth Management's official website is www.schneider-wealth.com
What is Schneider Wealth Management's Revenue?
Schneider Wealth Management's revenue is <$5 Million
What is Schneider Wealth Management's SIC code?
Schneider Wealth Management's SIC: 62,628
What is Schneider Wealth Management's NAICS code?
Schneider Wealth Management's NAICS: 52,523
How many employees does Schneider Wealth Management have?
Schneider Wealth Management has 1-10 employees
What industry does Schneider Wealth Management belong to?
Schneider Wealth Management is in the industry of: Finance, Securities Trading
What is Schneider Wealth Management competition?
Schneider Wealth Management top competitors include: The Holland Group, Kanani Advisory Group, Somerset Wealth Strategies, Regent Wealth Management
What technology does Schneider Wealth Management use?
Some of the popular technologies that Schneider Wealth Management uses are: Cloudflare Website Optimization, Google Cloud Web Serving, Google Cloud Platform, Google Font API
How do I contact Schneider Wealth Management?
Schneider Wealth Management contact info: Phone number: (817) 482-1800 Website: www.schneider-wealth.com
What does Schneider Wealth Management do?

Schneider Wealth Management specializes in holistic retirement wealth management, focusing on tailored financial solutions that meet individual client needs. With over 100 years of combined experience, their expert team coordinates various aspects of financial planning, including tax, investment, and estate planning. They prioritize a fiduciary app... roach, ensuring clients' interests are at the forefront of their services. The firm aims to enhance clients' financial confidence and long-term well-being through a comprehensive and personalized wealth management system.Read More

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

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