Spahn Wealth

Finance · Arizona, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

4310 N 75th St, Scottsdale, Arizona, 852...

Phone Number

(602) 730-6114

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Spahn Wealth

SPAHN Wealth & Retirement is a boutique financial advisory firm that specializes in creating personalized retirement strategies tailored to individual client needs. They focus on building long-term relationships based on trust and accountability, guiding clients through the complexities of wealth management. The firm operates independently as a Registered Investment Advisor, ensuring a transparent fee structure that prioritizes client goals over commissions. Led by Kyle Spahn, a Certified Financial Planner, the company is dedicated to helping clients achieve their financial aspirations through customized investment solutions.Explore more
Popular SearchesSPAHN WealthSp Wealth & Wellness LLCSIC Code 62,628NAICS Code 52,523Show more

Spahn Wealth Org Chart

PhoneEmail
KS
United States flag for contact location.

Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Spahn Wealth your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Spahn Wealth

Compare insights from companies similar to Spahn Wealth, 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

Spahn Wealth

<$5M
1-10
Private
-
2008
$8.6M
11-50
Private
-
2010
MP
Mindy ParsonsManager, Client Services
<$5M
1-10
Private
-
2013
BK
Brian KragtDirector, Operations
<$5M
1-10
Private
-
2015
LB
Lester BotkinCEO & Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Spahn Wealth Tech Stack

A closer look at the technologies used by Spahn Wealth

Top Finance Companies

Frequently Asked Questions Regarding Spahn Wealth

What is Spahn Wealth's official website?
Spahn Wealth's official website is www.spahnwealth.com
What is Spahn Wealth's Revenue?
Spahn Wealth's revenue is <$5 Million
What is Spahn Wealth's SIC code?
Spahn Wealth's SIC: 62,628
What is Spahn Wealth's NAICS code?
Spahn Wealth's NAICS: 52,523
How many employees does Spahn Wealth have?
Spahn Wealth has 1-10 employees
What industry does Spahn Wealth belong to?
Spahn Wealth is in the industry of: Finance, Securities Trading
What is Spahn Wealth competition?
Spahn Wealth top competitors include: Sterling Total Wealth Solutions, Botkin Family Wealth Management, Full Circle Wealth Strategies, Sherwood Investment Services
What technology does Spahn Wealth use?
Some of the popular technologies that Spahn Wealth uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud Web Serving
How do I contact Spahn Wealth?
Spahn Wealth contact info: Phone number: (602) 730-6114 Website: www.spahnwealth.com
What does Spahn Wealth do?

SPAHN Wealth & Retirement is a boutique financial advisory firm that specializes in creating personalized retirement strategies tailored to individual client needs. They focus on building long-term relationships based on trust and accountability, guiding clients through the complexities of wealth management. The firm operates independently as a Reg... istered Investment Advisor, ensuring a transparent fee structure that prioritizes client goals over commissions. Led by Kyle Spahn, a Certified Financial Planner, the company is dedicated to helping clients achieve their financial aspirations through customized investment solutions.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.