Wealth & Risk Management

Finance · Rhode Island, United States · 11-50 Employees

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Overview

Headquarters

10 Lace Cir, Cranston, Rhode Island, 029...

Phone Number

(401) 383-0551

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Wealth & Risk Management

Wealth & Risk Management Company provides a comprehensive range of financial services, including financial and estate planning, investment advisory, and various types of insurance. The firm emphasizes building long-lasting relationships with clients by offering education and guidance tailored to their individual needs. As an independent firm, they prioritize objectivity and professional advice, allowing clients to have control over their investment choices. Their services cater to both personal and commercial insurance needs, ensuring protection for various aspects of clients' lives.Explore more
Wealth & Risk Management's Social MediaPopular SearchesWealth & Risk Management CoWealth And Risk Management Company IncAdvisor LaunchpadRi/ Wealth and Risk ManagementWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Wealth & Risk Management Org Chart

JS
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President & Chief Executive Officer

PhoneEmail
CW
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Client Care Specialist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth & Risk Management

<$5M
11-50
Private
<$5M
2016
JS
John SulymaPresident & CEO
<$5M
11-50
Private
<$5M
-
CS
Christopher SmithFinancial Advisor
<$5M
1-10
Private
-
2001
EG
Erin GorleyDirector, Client Relations & Marketing
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2012
Gregory Alft, President & Financial Planner at Forward Financial Group
Gregory AlftPresident & Financial Planner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth & Risk Management financials insights

Gather financial insights about Wealth & Risk Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$23K

See All Wealth & Risk Management's Financials Insights

Wealth & Risk Management Tech Stack

A closer look at the technologies used by Wealth & Risk Management

Top Finance Companies

Frequently Asked Questions Regarding Wealth & Risk Management

What is Wealth & Risk Management's official website?
Wealth & Risk Management's official website is www.wrmci.com
What is Wealth & Risk Management's Revenue?
Wealth & Risk Management's revenue is <$5 Million
What is Wealth & Risk Management's SIC code?
Wealth & Risk Management's SIC: 62,628
What is Wealth & Risk Management's NAICS code?
Wealth & Risk Management's NAICS: 52,523
How many employees does Wealth & Risk Management have?
Wealth & Risk Management has 11-50 employees
What industry does Wealth & Risk Management belong to?
Wealth & Risk Management is in the industry of: Finance, Insurance, Securities Trading
What is Wealth & Risk Management competition?
Wealth & Risk Management top competitors include: Forward Financial Group, Raroque Wealth Management, Christopher Smith, Mancini Financial Strategies
What technology does Wealth & Risk Management use?
Some of the popular technologies that Wealth & Risk Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Datadog
How do I contact Wealth & Risk Management?
Wealth & Risk Management contact info: Phone number: (401) 383-0551 Website: www.wrmci.com
What does Wealth & Risk Management do?

Wealth & Risk Management Company provides a comprehensive range of financial services, including financial and estate planning, investment advisory, and various types of insurance. The firm emphasizes building long-lasting relationships with clients by offering education and guidance tailored to their individual needs. As an independent firm, they... prioritize objectivity and professional advice, allowing clients to have control over their investment choices. Their services cater to both personal and commercial insurance needs, ensuring protection for various aspects of clients' lives.Read More

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

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