Solomon Private Wealth

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

100 Cummings Ctr Ste 207P, Beverly, Mass...

Phone Number

(781) 995-2899

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 Solomon Private Wealth

Solomon Private Wealth is a financial advisory firm specializing in wealth planning and investment management, founded by Brad Small. With over thirty years of experience, the firm is dedicated to helping clients achieve financial stability through personalized services that emphasize integrity, loyalty, and community. Their offerings include wealth management, financial planning, risk management, and business exit planning, catering to families and individuals looking to align their values with their financial goals. Recognized as a Five Star Wealth Manager, Solomon Private Wealth aims to provide peace of mind and support clients through life and business transitions.Explore more
Solomon Private Wealth's Social MediaPopular SearchesSolomon Private Wealth LLCSolomon Private WealthWww SolomonprivatewealthSIC Code 62,628NAICS Code 52,523Show more

Solomon Private Wealth Org Chart

BS
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Chief Executive Officer & Founder

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
KW
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Manager, Client Services & Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Solomon Private Wealth

<$5M
1-10
Private
<$5M
2020
BS
Bradley SmallCEO & Founder
$19.4M
11-50
Private
-
-
N/A
<$5M
11-50
Private
<$5M
1989
LD
Lee DuckworthPresident & CEO
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2018
BP
Becci PowellDirector, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Tyler Huck, Owner and President at Huck Financial
Tyler HuckOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Solomon Private Wealth financials insights

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

2025

Debt

$200K

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Solomon Private Wealth Tech Stack

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Frequently Asked Questions Regarding Solomon Private Wealth

What is Solomon Private Wealth's official website?
Solomon Private Wealth's official website is www.solomonprivatewealth.com
What is Solomon Private Wealth's Revenue?
Solomon Private Wealth's revenue is <$5 Million
What is Solomon Private Wealth's SIC code?
Solomon Private Wealth's SIC: 62,628
What is Solomon Private Wealth's NAICS code?
Solomon Private Wealth's NAICS: 52,523
How many employees does Solomon Private Wealth have?
Solomon Private Wealth has 1-10 employees
What industry does Solomon Private Wealth belong to?
Solomon Private Wealth is in the industry of: Finance, Securities Trading
What is Solomon Private Wealth competition?
Solomon Private Wealth top competitors include: Capital Wealth Management, Cornerstone Wealth Management Group, Huck Financial, tclwm.com
What technology does Solomon Private Wealth use?
Some of the popular technologies that Solomon Private Wealth uses are: Cloudflare Website Optimization, Enom DNS Hosting, Smarsh, Datadog
How do I contact Solomon Private Wealth?
Solomon Private Wealth contact info: Phone number: (781) 995-2899 Website: www.solomonprivatewealth.com
What does Solomon Private Wealth do?

Solomon Private Wealth is a financial advisory firm specializing in wealth planning and investment management, founded by Brad Small. With over thirty years of experience, the firm is dedicated to helping clients achieve financial stability through personalized services that emphasize integrity, loyalty, and community. Their offerings include wealt... h management, financial planning, risk management, and business exit planning, catering to families and individuals looking to align their values with their financial goals. Recognized as a Five Star Wealth Manager, Solomon Private Wealth aims to provide peace of mind and support clients through life and business transitions.Read More

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

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