Wealth Management Associates

Finance · 1-10 Employees

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Overview

Phone Number

(404) 736-3589

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Wealth Management Associates

Formed in 2003 by founding partner Marc Moscowitz, Wealth Management Associates represents clients in the entertainment and sports industries, including high-profile singers, songwriters, rappers, rock bands, music producers, film directors, talent management companies, media executives, and athletes. The company presently has staffed offices in New York City, Atlanta and Los Angeles. MISSION STATEMENTExplore more
Popular SearchesWealth Management Associates LLCE&j Wealth Management Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Wealth Management Associates Org Chart

MM

Chief Executive Officer

PhoneEmail
MG

Senior Account Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Wealth Management Associa...

<$5M
1-10
Private
-
2003
$7.6M
1-10
Private
-
2022
MH
Melissa HicksGroup Director, Investment Operations & Client Services
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
1-10
Private
-
2011
DT
David TreichlerOwner and Financial Executive
<$5M
1-10
Private
-
2010
Yvonne Gough, Chief Operating Officer & Senior Relationship Manager at Middleburg Wealth Management
Yvonne GoughChief Operating Officer & Senior Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Management Associates Tech Stack

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Frequently Asked Questions Regarding Wealth Management Associates

What is Wealth Management Associates's official website?
Wealth Management Associates's official website is www.wealthmgmt.org
What is Wealth Management Associates's Revenue?
Wealth Management Associates's revenue is <$5 Million
What is Wealth Management Associates's SIC code?
Wealth Management Associates's SIC: 62,628
What is Wealth Management Associates's NAICS code?
Wealth Management Associates's NAICS: 52,523
How many employees does Wealth Management Associates have?
Wealth Management Associates has 1-10 employees
What industry does Wealth Management Associates belong to?
Wealth Management Associates is in the industry of: Finance, Securities Trading
What is Wealth Management Associates competition?
Wealth Management Associates top competitors include: Dowd Financial Group, Arabella Wealth, Triumph Financial Group, Freewood Private Wealth Management
What technology does Wealth Management Associates use?
Some of the popular technologies that Wealth Management Associates uses are: Microsoft 365, GoDaddy DNS, Microsoft Exchange Online
How do I contact Wealth Management Associates?
Wealth Management Associates contact info: Phone number: (404) 736-3589 Website: www.wealthmgmt.org
What does Wealth Management Associates do?

Formed in 2003 by founding partner Marc Moscowitz, Wealth Management Associates represents clients in the entertainment and sports industries, including high-profile singers, songwriters, rappers, rock bands, music producers, film directors, talent management companies, media executives, and athletes. The company presently has staffed offices in Ne... w York City, Atlanta and Los Angeles. MISSION STATEMENTRead More

Is Wealth Management Associates a public company?
Wealth Management Associates is private company therefore does not currently have an official ticker symbol
See more information about Wealth Management Associates

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