Wealth Conscious

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

570 N State St Ste 210, Westerville, Ohi...

Phone Number

(614) 468-1660

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Wealth Conscious

Wealth Conscious is a financial advisory firm based in Westerville, Ohio, offering a range of services including hedge funds, mutual funds, estate planning, and insurance advice. The company focuses on providing personalized financial planning experiences that align with clients' goals and values, ensuring a comprehensive approach to navigating their financial futures. Their team of certified financial advisors is dedicated to serving clients' interests without being tied to specific investment products. Wealth Conscious aims to empower individuals to achieve their retirement dreams through strategic planning and ongoing support.Explore more
Wealth Conscious's Social MediaPopular SearchesWealth Conscious LLCWealth ConsciousSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Conscious

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2018
Micheline Dagher, Founder & Financial Coach at Dagher Financial
Micheline DagherFounder & Financial Coach
<$5M
1-10
Private
-
2002
BC
Brian CannonChief Compliance Officer & Portfolio Manager & President
<$5M
1-10
Private
-
-
KE
Kimberly EdsallPresident & CEO
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
JI
Jesus IslasInsurance Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Conscious Tech Stack

A closer look at the technologies used by Wealth Conscious

Top Finance Companies

Frequently Asked Questions Regarding Wealth Conscious

What is Wealth Conscious's official website?
Wealth Conscious's official website is www.wealth-conscious.com
What is Wealth Conscious's Revenue?
Wealth Conscious's revenue is <$5 Million
What is Wealth Conscious's SIC code?
Wealth Conscious's SIC: 62,628
What is Wealth Conscious's NAICS code?
Wealth Conscious's NAICS: 52,523
How many employees does Wealth Conscious have?
Wealth Conscious has 1-10 employees
What industry does Wealth Conscious belong to?
Wealth Conscious is in the industry of: Finance, Securities Trading
What is Wealth Conscious competition?
Wealth Conscious top competitors include: Freedom Advisor Group, Wealth Personal, Holder-Edsall & Associates, Dagher Financial
What technology does Wealth Conscious use?
Some of the popular technologies that Wealth Conscious uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Wealth Conscious?
Wealth Conscious contact info: Phone number: (614) 468-1660 Website: www.wealth-conscious.com
What does Wealth Conscious do?

Wealth Conscious is a financial advisory firm based in Westerville, Ohio, offering a range of services including hedge funds, mutual funds, estate planning, and insurance advice. The company focuses on providing personalized financial planning experiences that align with clients' goals and values, ensuring a comprehensive approach to navigating the... ir financial futures. Their team of certified financial advisors is dedicated to serving clients' interests without being tied to specific investment products. Wealth Conscious aims to empower individuals to achieve their retirement dreams through strategic planning and ongoing support.Read More

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

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