Trilogy Wealth Management
Finance · Texas, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
2041 Avenue F Ste A, Bay City, Texas, 77...Phone Number
(979) 245-0649Website
www.trilogywm.comRevenue
$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Trilogy Wealth Management
Trilogy Wealth Management (TWM) is a conglomeration of Farrar Financial Group, Shock Financial Group, Wright Financial Group, Mark Hudec, Jim Kalinowski, and Maria Childers. TWM was established in 1989 and has locations in Bay City, Sugarland, and The Woodlands, Texas. These six founding members have about 120 years experience combined. Through Trilogy University, TWM offers educational seminars on the state of the stock market, 401k planning, Teacher Retirement System of Texas, Social Security, Real Estate Investment Trusts, and business development companies. Future seminars could include tax planning, insurance planning, Medicare planning, and other subjects upon request. Our focus is to help you make smart money choices.Explore more
Trilogy Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Trilogy Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Funding: Get notified immidiatlly once Trilogy Wealth Management has new funding data
Website visits: Recent activity has been detected on your website
Check if Trilogy Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Check out if Trilogy Wealth Management is spiking on competitors!
Product Launch: Get notified when Trilogy Wealth Management launches new products
Click to see if Trilogy Wealth Management had a recent Job posting/layoffs
Earning: See what the market has to say on Trilogy Wealth Management recently announced quarterly report
Congratulate Masked Content for being promoted to Masked Content at Trilogy Wealth Management
Trilogy Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Trilogy Wealth Management
Compare insights from companies similar to Trilogy Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Trilogy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Trilogy Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trilogy Wealth Management.
Trilogy Wealth Management Tech Stack
A closer look at the technologies used by Trilogy Wealth Management
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding Trilogy Wealth Management
Sign Up For FreeTo access detailed company insights
Trilogy Wealth Management (TWM) is a conglomeration of Farrar Financial Group, Shock Financial Group, Wright Financial Group, Mark Hudec, Jim Kalinowski, and Maria Childers. TWM was established in 1989 and has locations in Bay City, Sugarland, and The Woodlands, Texas. These six founding members have about 120 years experience combined. Through Tri... Read More
