Wealth Advisors

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

5407 S Lewis Ave Ste 200, Tulsa, Oklahom...

Phone Number

(918) 745-1200

Revenue

<$5 Million

Industry

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

About Wealth Advisors

Wealth Advisors, LLC is a registered investment advisory firm based in Tulsa, Oklahoma, with over twenty-five years of experience in wealth management. The firm specializes in creating tailored wealth strategies for individuals, families, and businesses, focusing on wealth preservation and prudent growth. Led by Certified Investment Management Analyst John W. Day, the firm emphasizes personal service and long-term relationships with clients. Wealth Advisors operates as a fee-only advisory firm, ensuring unbiased investment advice aimed solely at increasing clients' wealth.Explore more
Wealth Advisors's Social MediaPopular SearchesWealth Advisors LLCWealth Advisors Of OklahomaWealth Advisors of Oklahoma CPAWealth Management IncWealth Advisors - OklahomaSIC Code 62,628NAICS Code 52,523Show more

Wealth Advisors Org Chart

PhoneEmail
JD
United States flag for contact location.

Investment Advisor & Representative & Lead St...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Advisors

<$5M
11-50
Private
-
2006
JD
John DayInvestment Advisor & Representative & Lead Strategist & Founder
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Advisors Tech Stack

A closer look at the technologies used by Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding Wealth Advisors

What is Wealth Advisors's official website?
Wealth Advisors's official website is www.wealthok.com
What is Wealth Advisors's Revenue?
Wealth Advisors's revenue is <$5 Million
What is Wealth Advisors's SIC code?
Wealth Advisors's SIC: 62,628
What is Wealth Advisors's NAICS code?
Wealth Advisors's NAICS: 52,523
How many employees does Wealth Advisors have?
Wealth Advisors has 11-50 employees
What industry does Wealth Advisors belong to?
Wealth Advisors is in the industry of: Finance, Securities Trading
What is Wealth Advisors competition?
Wealth Advisors top competitors include: Wealth Advisory Services, Pacific Coast Wealth Management, Wealth Advisory Services, Stockade Wealth Management
What technology does Wealth Advisors use?
Some of the popular technologies that Wealth Advisors uses are: reCAPTCHA, Snowplow, Google Font API, Microsoft Dynamics CRM
How do I contact Wealth Advisors?
Wealth Advisors contact info: Phone number: (918) 745-1200 Website: www.wealthok.com
What does Wealth Advisors do?

Wealth Advisors, LLC is a registered investment advisory firm based in Tulsa, Oklahoma, with over twenty-five years of experience in wealth management. The firm specializes in creating tailored wealth strategies for individuals, families, and businesses, focusing on wealth preservation and prudent growth. Led by Certified Investment Management Anal... yst John W. Day, the firm emphasizes personal service and long-term relationships with clients. Wealth Advisors operates as a fee-only advisory firm, ensuring unbiased investment advice aimed solely at increasing clients' wealth.Read More

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

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