United Wealth Management

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

7707 Old Hammond Hwy Ste A, Baton Rouge,...

Phone Number

(225) 292-8399

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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1

About United Wealth Management

United Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Baton Rouge, LA. They offer personalized financial advice and custom investment strategies tailored to clients' goals and needs. The firm focuses on building meaningful connections with clients by regularly discussing their financial priorities and life events. Their services are designed for individuals seeking to achieve their financial objectives with confidence and security.Explore more
United Wealth Management's Social MediaPopular SearchesUnited Wealth Management LLCUnited Financial Services IncUnited Affiliates LLCUnited Finance and Investments Inccom UnitedWealthManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

United Wealth Management

<$5M
1-10
Private
-
1993
N/A
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
11-50
Private
-
2008
N/A
<$5M
1-10
Private
-
2010
JH
Jason HeinzelmannGroup Founding of Provident Wealth Management Partner
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

United Wealth Management Tech Stack

A closer look at the technologies used by United Wealth Management

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Frequently Asked Questions Regarding United Wealth Management

What is United Wealth Management's official website?
United Wealth Management's official website is www.unitedwealthbr.com
What is United Wealth Management's Revenue?
United Wealth Management's revenue is <$5 Million
What is United Wealth Management's SIC code?
United Wealth Management's SIC: 62,628
What is United Wealth Management's NAICS code?
United Wealth Management's NAICS: 52,523
How many employees does United Wealth Management have?
United Wealth Management has 1-10 employees
What industry does United Wealth Management belong to?
United Wealth Management is in the industry of: Finance, Securities Trading
What is United Wealth Management competition?
United Wealth Management top competitors include: Copper Canyon Wealth Management, Sachs Financial Servic, MassMutual, Provident Wealth Management Group
What technology does United Wealth Management use?
Some of the popular technologies that United Wealth Management uses are: Amazon Web Hosting
How do I contact United Wealth Management?
United Wealth Management contact info: Phone number: (225) 292-8399 Website: www.unitedwealthbr.com
What does United Wealth Management do?

United Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Baton Rouge, LA. They offer personalized financial advice and custom investment strategies tailored to clients' goals and needs. The firm focuses on building meaningful connections with clients by regularly discussing their financial pri... orities and life events. Their services are designed for individuals seeking to achieve their financial objectives with confidence and security.Read More

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

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