Strategic Wealth

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

123 W Mills Ave Ste 200, El Paso, Texas,...

Phone Number

(915) 532-8885

Revenue

<$5 Million

Industry

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

About Strategic Wealth

Strategic Wealth was founded with the goal of being your trusted advisors. We are dedicated to enhancing the financial lives and enriching the family legacies of our clients by offering a full range of services tailored to each client's needs. Through our "Team Approach", you have access to over 100 + years of combined experience who are passionately committed to your success. Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Strategic Wealth Advisors and Triad Advisors, LLC are not affiliated. Strategic Wealth Advisors is independently owned and operated.Explore more
Strategic Wealth's Social MediaPopular SearchesStrategic WealthSIC Code 62,628NAICS Code 52,523Show more

Strategic Wealth Org Chart

PhoneEmail
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Director, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Wealth

<$5M
11-50
Private
-
2008
NA
Nora AstorgaDirector, Client Services
<$5M
1-10
Private
-
2022
JS
Jennifer SamoraChief Operating Officer
<$5M
1-10
Private
-
2020
JR
Jay RameyRegistered Representative - Investment Advisor Representative
<$5M
11-50
Private
-
2022
AC
Adilene CalixtroManager, Client Services
<$5M
1-10
Private
-
1960
CL
Christopher LococoFinancial Wealth Advisor
<$5M
1-10
Private
-
2022
CC
Christian CoveyChief Investment Officer & Wealth Advisor & Managing Partner
<$5M
1-10
Private
-
2005
ZS
Zachary StacyFinancial Services Administrator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Strategic Wealth Tech Stack

A closer look at the technologies used by Strategic Wealth

Top Finance Companies

Frequently Asked Questions Regarding Strategic Wealth

What is Strategic Wealth's official website?
Strategic Wealth's official website is www.s-wealth.com
What is Strategic Wealth's Revenue?
Strategic Wealth's revenue is <$5 Million
What is Strategic Wealth's SIC code?
Strategic Wealth's SIC: 62,628
What is Strategic Wealth's NAICS code?
Strategic Wealth's NAICS: 52,523
How many employees does Strategic Wealth have?
Strategic Wealth has 11-50 employees
What industry does Strategic Wealth belong to?
Strategic Wealth is in the industry of: Finance, Securities Trading
What is Strategic Wealth competition?
Strategic Wealth top competitors include: Ramey Financial Services, Walker Covey Wealth Advisors, Axiom Wealth Alliance, Principled Wealth Advisors
What technology does Strategic Wealth use?
Some of the popular technologies that Strategic Wealth uses are: goo.gl, WordPress.org, PHP, Google Font API
How do I contact Strategic Wealth?
Strategic Wealth contact info: Phone number: (915) 532-8885 Website: www.s-wealth.com
What does Strategic Wealth do?

Strategic Wealth was founded with the goal of being your trusted advisors. We are dedicated to enhancing the financial lives and enriching the family legacies of our clients by offering a full range of services tailored to each client's needs. Through our "Team Approach", you have access to over 100 + years of combined experience who are passionate... ly committed to your success. Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Strategic Wealth Advisors and Triad Advisors, LLC are not affiliated. Strategic Wealth Advisors is independently owned and operated.Read More

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

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