Waller Wealth Management

Finance · Arkansas, United States · 1-10 Employees

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Overview

Headquarters

515 N Jackson, Magnolia, Arkansas, 71753...

Phone Number

(870) 234-7155

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Waller Wealth Management

Waller Wealth Management is a Little Rock, AR-based financial firm that specializes in active portfolio management, utilizing proprietary equity research along with comprehensive financial planning services including retirement, education, and estate planning. The firm is dedicated to empowering clients to achieve financial control and freedom through disciplined investment principles and personalized advice. Their services encompass asset management, risk management systems, and customized portfolio design, aimed at fostering committed relationships and providing experienced guidance. Waller Wealth Management primarily targets individuals seeking to enhance their financial well-being through strategic planning and investment.Explore more
Popular SearchesWaller Wealth ManagementWaller Wealth Management LLCWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Waller Wealth Management Org Chart

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KW
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waller Wealth Management

<$5M
1-10
Private
-
2014
KW
Kory WallerChief Investment Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
TH
Triston Hasty-GrantWealth Advisor & Director, Business Development
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Waller Wealth Management Tech Stack

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Frequently Asked Questions Regarding Waller Wealth Management

What is Waller Wealth Management's official website?
Waller Wealth Management's official website is www.wallerwealthmgmt.com
What is Waller Wealth Management's Revenue?
Waller Wealth Management's revenue is <$5 Million
What is Waller Wealth Management's SIC code?
Waller Wealth Management's SIC: 62,628
What is Waller Wealth Management's NAICS code?
Waller Wealth Management's NAICS: 52,523
How many employees does Waller Wealth Management have?
Waller Wealth Management has 1-10 employees
What industry does Waller Wealth Management belong to?
Waller Wealth Management is in the industry of: Finance, Securities Trading
What is Waller Wealth Management competition?
Waller Wealth Management top competitors include: Hudson Valley Wealth Management, ECL Private Wealth Management, Ratcliff Financial Services, ProVise Management Group
What technology does Waller Wealth Management use?
Some of the popular technologies that Waller Wealth Management uses are: goo.gl, Cloudflare CDN, Proofpoint, Adobe Typekit
How do I contact Waller Wealth Management?
Waller Wealth Management contact info: Phone number: (870) 234-7155 Website: www.wallerwealthmgmt.com
What does Waller Wealth Management do?

Waller Wealth Management is a Little Rock, AR-based financial firm that specializes in active portfolio management, utilizing proprietary equity research along with comprehensive financial planning services including retirement, education, and estate planning. The firm is dedicated to empowering clients to achieve financial control and freedom thro... ugh disciplined investment principles and personalized advice. Their services encompass asset management, risk management systems, and customized portfolio design, aimed at fostering committed relationships and providing experienced guidance. Waller Wealth Management primarily targets individuals seeking to enhance their financial well-being through strategic planning and investment.Read More

Is Waller Wealth Management a public company?
Waller Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Waller Wealth Management

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