Wealth Advocates

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

255 S Main St Ste 100, Logan, Utah, 8432...

Phone Number

(435) 754-7888

Revenue

<$5 Million

Industry

Finance Securities Trading

About Wealth Advocates

We help you navigate the complexity of Wealth Management so you can focus on the other important things in life.Explore more
Wealth Advocates's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Wealth Advocates Org Chart

PhoneEmail
PJ
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Senior Vice President, Financial Advisor

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SG
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Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Advocates

<$5M
1-10
Private
-
2010
PJ
Patrick JenkinsSenior Vice President, Financial Advisor
<$5M
11-50
Private
-
2014
JB
Jonathan BarrManager, Wealth
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
Illustration of an envelope

Wealth Advocates Tech Stack

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Frequently Asked Questions Regarding Wealth Advocates

What is Wealth Advocates's official website?
Wealth Advocates's official website is www.wealth-advocates.com
What is Wealth Advocates's Revenue?
Wealth Advocates's revenue is <$5 Million
What is Wealth Advocates's SIC code?
Wealth Advocates's SIC: 62,628
What is Wealth Advocates's NAICS code?
Wealth Advocates's NAICS: 52,523
How many employees does Wealth Advocates have?
Wealth Advocates has 1-10 employees
What industry does Wealth Advocates belong to?
Wealth Advocates is in the industry of: Finance, Securities Trading
What is Wealth Advocates competition?
Wealth Advocates top competitors include: Capstone Financial Partners, Solutions Wealth Management
What companies has Wealth Advocates acquired?
Wealth Advocates has acquired the companies: One Source Retirement Advisors, The H Group, AEGIS Financial, Wealth Enhancement Group
What technology does Wealth Advocates use?
Some of the popular technologies that Wealth Advocates uses are: Eploy, Engage ATS, Empetus, Voracio
How do I contact Wealth Advocates?
Wealth Advocates contact info: Phone number: (435) 754-7888 Website: www.wealth-advocates.com
What does Wealth Advocates do?

We help you navigate the complexity of Wealth Management so you can focus on the other important things in life.... Read More

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

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