Wealth Management Accounting

Q: What is Wealth Management Accounting's official website?

Wealth Management Accounting's official website is www.wmateam.org

Q: What is Wealth Management Accounting's Revenue?

Wealth Management Accounting's revenue is <$5 Million

Q: What is Wealth Management Accounting's SIC code?

Wealth Management Accounting's SIC: 62,628

Q: What is Wealth Management Accounting's NAICS code?

Wealth Management Accounting's NAICS: 52,523

Q: How many employees does Wealth Management Accounting have?

Wealth Management Accounting has 1-10 employees

Q: What industry does Wealth Management Accounting belong to?

Wealth Management Accounting is in the industry of: Finance , Business Services , Securities Trading

Q: What is Wealth Management Accounting competition?

Wealth Management Accounting top competitors include: Hast Financial Group , PearlStreet Investment Management

Q: What technology does Wealth Management Accounting use?

Some of the popular technologies that Wealth Management Accounting uses are: Cloudflare CDN, Microsoft 365, GoDaddy DNS, Cloudflare Security

Q: How do I contact Wealth Management Accounting?

Wealth Management Accounting contact info: Phone number: (260) 624-0490 Website: www.wmateam.org

Q: What does Wealth Management Accounting do?

Wealth Management Accountants offers a comprehensive range of wealth management accounting solutions, including investment management, tax planning, and estate planning. Their services are tailored for small businesses, individuals, families, financial advisors, CPAs, and attorneys. The firm emphasizes a cohesive approach to financial management, e... nsuring clarity and efficiency by integrating various financial services under one team. With a focus on asset protection and maximizing tax savings, they aim to help clients achieve their financial goals and secure their legacies. Read More

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

10425 Oak Valley Rd, Fort Wayne, Indiana...

Phone Number

(260) 624-0490

Website

www.wmateam.org

Revenue

<$5 Million

Industry

Finance

Business Services

Securities Trading

Accounting for Legal Practices

About Wealth Management Accounting

Wealth Management Accountants offers a comprehensive range of wealth management accounting solutions, including investment management, tax planning, and estate planning. Their services are tailored for small businesses, individuals, families, financial advisors, CPAs, and attorneys. The firm emphasizes a cohesive approach to financial management, ensuring clarity and efficiency by integrating various financial services under one team. With a focus on asset protection and maximizing tax savings, they aim to help clients achieve their financial goals and secure their legacies.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Wealth Management Accounting Org Chart

Phone

Isabel Benitez

Bookkeeper Manager

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Management Account...

<$5M

1-10

Private

Isabel BenitezBookkeeper Manager

Hast Financial Group

$5.8M

11-50

Private

Wayne HastPartner, Investment Advisor, Economist

PearlStreet Investment Ma...

<$5M

1-10

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Kevin CusackManaging Director, Investments

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Wealth Management Accounting Tech Stack

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Frequently Asked Questions Regarding Wealth Management Accounting

What is Wealth Management Accounting's official website?

Wealth Management Accounting's official website is www.wmateam.org

What is Wealth Management Accounting's Revenue?

Wealth Management Accounting's revenue is <$5 Million

What is Wealth Management Accounting's SIC code?

Wealth Management Accounting's SIC: 62,628

What is Wealth Management Accounting's NAICS code?

Wealth Management Accounting's NAICS: 52,523

How many employees does Wealth Management Accounting have?

Wealth Management Accounting has 1-10 employees

What industry does Wealth Management Accounting belong to?

Wealth Management Accounting is in the industry of: Finance, Business Services, Securities Trading

What is Wealth Management Accounting competition?

Wealth Management Accounting top competitors include: Hast Financial Group, PearlStreet Investment Management

What technology does Wealth Management Accounting use?

Some of the popular technologies that Wealth Management Accounting uses are: Cloudflare CDN, Microsoft 365, GoDaddy DNS, Cloudflare Security

How do I contact Wealth Management Accounting?

Wealth Management Accounting contact info: Phone number: (260) 624-0490 Website: www.wmateam.org

What does Wealth Management Accounting do?

What are Wealth Management Accounting social media links?

Wealth Management Accounting Linkedin page Wealth Management Accounting Twitter page Wealth Management Accounting Facebook page

Is Wealth Management Accounting a public company?

Wealth Management Accounting is private company therefore does not currently have an official ticker symbol

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