Silverleaf Wealth Management

Finance · Nebraska, United States · 11-50 Employees

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Overview

Headquarters

12801 Pierce St Ste 100, Omaha, Nebraska...

Phone Number

(402) 934-7200

Revenue

<$5 Million

Industry

Finance Securities Trading

About Silverleaf Wealth Management

Silverleaf Wealth Management specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for their clients. They focus on understanding client goals to develop customized plans, providing independent and objective guidance. Their services include financial management, investments, insurance, tax planning, and estate and legacy planning strategies. The firm emphasizes building lasting relationships with clients while monitoring their progress towards financial success.Explore more
Silverleaf Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Silverleaf Wealth Management Org Chart

PhoneEmail
Justin Gibson, President at Silverleaf Wealth Management
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Silverleaf Wealth Managem...

<$5M
11-50
Private
$30M
2007
Justin Gibson, President at Silverleaf Wealth Management
Justin GibsonPresident
<$5M
11-50
Private
-
2000
Dawn Baker, Co-founder & Chief Operating Officer at Baker Wealth Management
Dawn BakerCo-founder & Chief Operating Officer
<$5M
1-10
Private
-
2015
DL
Diana LeDirector, Client Relations
<$5M
11-50
Private
-
1999
BD
Brian DouglassChief Compliance Officer & Retirement & Tax Advisor
<$5M
1-10
Private
-
-
HR
Heather RutschService Manager
<$5M
1-10
Private
-
1997
PR
Paul RyanFounder & Managing Director
<$5M
11-50
Private
-
2014
AW
Amanda WolfeOffice Manager
Illustration of an envelope

Silverleaf Wealth Management Tech Stack

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Frequently Asked Questions Regarding Silverleaf Wealth Management

What is Silverleaf Wealth Management's official website?
Silverleaf Wealth Management's official website is www.silverleafwealth.com
What is Silverleaf Wealth Management's Revenue?
Silverleaf Wealth Management's revenue is <$5 Million
What is Silverleaf Wealth Management's SIC code?
Silverleaf Wealth Management's SIC: 62,628
What is Silverleaf Wealth Management's NAICS code?
Silverleaf Wealth Management's NAICS: 52,523
How many employees does Silverleaf Wealth Management have?
Silverleaf Wealth Management has 11-50 employees
What industry does Silverleaf Wealth Management belong to?
Silverleaf Wealth Management is in the industry of: Finance, Securities Trading
What is Silverleaf Wealth Management competition?
Silverleaf Wealth Management top competitors include: Flagship Wealth Advisors, Heritage Family Offices, Financial Advisors Network, EldenStreet Financial
What technology does Silverleaf Wealth Management use?
Some of the popular technologies that Silverleaf Wealth Management uses are: Drupal, Proofpoint, Adobe Typekit, GoDaddy DNS
How do I contact Silverleaf Wealth Management?
Silverleaf Wealth Management contact info: Phone number: (402) 934-7200 Website: www.silverleafwealth.com
What does Silverleaf Wealth Management do?

Silverleaf Wealth Management specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for their clients. They focus on understanding client goals to develop customized plans, providing independent and objective guidance. Their services include financial management, investments, insurance, tax planning, and... estate and legacy planning strategies. The firm emphasizes building lasting relationships with clients while monitoring their progress towards financial success.Read More

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

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