Viawealth

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

Jeff Rosenthal 8700 State Line Rd Ste 32...

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Viawealth

ViaWealth is a wealth management firm that specializes in values-based financial planning, investment management, and estate planning services. The company aims to serve busy professionals, business owners, and retirees by providing tailored financial strategies that help clients navigate various stages of their financial lives. Founded by brothers Lance and Reid Larson, ViaWealth focuses on the creation and preservation of wealth for multiple generations. Their comprehensive services also include employer retirement 401(k) services and institutional and charitable endowment planning.Explore more
Viawealth's Social MediaPopular SearchesViaWealth LLCViaWealthViaWealth CoViawealth-brightline LLCSIC Code 62,628NAICS Code 52,523Show more

Viawealth Org Chart

PhoneEmail
JR
United States flag for contact location.

Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Viawealth

$6.2M
11-50
Private
-
2018
JR
Jeffrey RosenthalChief Compliance Officer
<$5M
1-10
Private
-
1995
MG
Manny GarciaSenior Vice President
<$5M
11-50
Private
-
1999
N/A
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
1-10
Private
-
1994
AP
Ashish PatelVice President
<$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

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

What does this means?

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

Viawealth Tech Stack

A closer look at the technologies used by Viawealth

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Frequently Asked Questions Regarding Viawealth

What is Viawealth's official website?
Viawealth's official website is www.viawealth.com
What is Viawealth's Revenue?
Viawealth's revenue is $6.2 Million
What is Viawealth's SIC code?
Viawealth's SIC: 62,628
What is Viawealth's NAICS code?
Viawealth's NAICS: 52,523
How many employees does Viawealth have?
Viawealth has 11-50 employees
What industry does Viawealth belong to?
Viawealth is in the industry of: Finance, Securities Trading
What is Viawealth competition?
Viawealth top competitors include: Conrad Capital Management, Money Manager, First Fiduciary Investment Counsel, Halbert Wealth Management
What technology does Viawealth use?
Some of the popular technologies that Viawealth uses are: WordPress.org, PHP, Google Universal Analytics, HubSpot
What does Viawealth do?

ViaWealth is a wealth management firm that specializes in values-based financial planning, investment management, and estate planning services. The company aims to serve busy professionals, business owners, and retirees by providing tailored financial strategies that help clients navigate various stages of their financial lives. Founded by brothers... Lance and Reid Larson, ViaWealth focuses on the creation and preservation of wealth for multiple generations. Their comprehensive services also include employer retirement 401(k) services and institutional and charitable endowment planning.Read More

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

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