United Wealth Management

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

3255 Foothill Ct, Dubuque, Iowa, 52001, ...

Phone Number

(563) 231-7022

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
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1

About United Wealth Management

United Wealth Management offers a range of financial services including retirement planning, investment strategies, tax planning, estate planning, and wealth management. They focus on creating tailored strategies that align with clients' individual goals and risk tolerances. The company emphasizes a collaborative approach, ensuring clients are informed and supported throughout their financial journey. Their target clients include individuals seeking to simplify their financial lives while contributing positively to their communities.Explore more
United Wealth Management's Social MediaPopular SearchesUnited Wealth Managementunitedwealth.netSIC Code 62,628NAICS Code 52,523Show more

United Wealth Management Org Chart

PhoneEmail
MO
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

United Wealth Management

<$5M
11-50
Private
-
-
MO
Michael OsgoodFinancial Professional
<$5M
1-10
Private
-
-
TV
Trung VuFinancial Advisor & Wealth Consultant
<$5M
11-50
Private
-
1993
DS
David SenkyrVice President
<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
<$5M
1-10
Private
-
2008
JS
Jacqueline StirlingManaging Partner
<$5M
1-10
Private
-
1986
PP
Patricia PooreeDirector, Client Relations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

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

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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.unitedwealth.net
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 11-50 employees
What industry does United Wealth Management belong to?
United Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is United Wealth Management competition?
United Wealth Management top competitors include: ACT Financial Services, Hagbom, Beacon Group, Glidepath Financial
What technology does United Wealth Management use?
Some of the popular technologies that United Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact United Wealth Management?
United Wealth Management contact info: Phone number: (563) 231-7022 Website: www.unitedwealth.net
What does United Wealth Management do?

United Wealth Management offers a range of financial services including retirement planning, investment strategies, tax planning, estate planning, and wealth management. They focus on creating tailored strategies that align with clients' individual goals and risk tolerances. The company emphasizes a collaborative approach, ensuring clients are info... rmed and supported throughout their financial journey. Their target clients include individuals seeking to simplify their financial lives while contributing positively to their communities.Read More

What are United Wealth Management social media links?
United Wealth Management Twitter 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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