Wealth Management Consultants

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

5120 Congressional Cir Ste 200, Lawrence...

Phone Number

(913) 706-8607

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Wealth Management Consultants

Wealth Management Consultants LLC operates as a registered investment adviser delivering comprehensive advisory services to clients across multiple jurisdictions. The firm specializes in empowering individuals to take meaningful control over their financial trajectories through carefully tailored investment strategies and personalized guidance. By combining rigorous compliance practices with accessible financial education, the company bridges the gap between complex investment concepts and practical wealth management decisions. The firm's approach centers on understanding each client's unique circumstances, objectives, and risk tolerance before developing customized investment recommendations. Rather than applying generic solutions, Wealth Management Consultants conducts thorough financial assessments to identify opportunities aligned with individual goals. This consultative methodology reflects a commitment to transparency and informed decision-making, ensuring clients understand theRead more
Wealth Management Consultants's Social MediaPopular SearchesWealth Management Consultants LLCWealth Management ConsultantsSIC Code 62,628NAICS Code 52,523Show more

Wealth Management Consultants Org Chart

PhoneEmail
JM
United States flag for contact location.

Partner, Investment Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Management Consult...

<$5M
1-10
Private
-
2009
JM
John McGreevyPartner, Investment Advisor
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2020
CS
Christopher ShoupFounder & Financial Planner
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
11-50
Private
<$5M
2013
KM
Kyle MillsCEO & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Management Consultants Tech Stack

A closer look at the technologies used by Wealth Management Consultants

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Frequently Asked Questions Regarding Wealth Management Consultants

What is Wealth Management Consultants's official website?
Wealth Management Consultants's official website is www.wmcmidwest.com
What is Wealth Management Consultants's Revenue?
Wealth Management Consultants's revenue is <$5 Million
What is Wealth Management Consultants's SIC code?
Wealth Management Consultants's SIC: 62,628
What is Wealth Management Consultants's NAICS code?
Wealth Management Consultants's NAICS: 52,523
How many employees does Wealth Management Consultants have?
Wealth Management Consultants has 1-10 employees
What industry does Wealth Management Consultants belong to?
Wealth Management Consultants is in the industry of: Finance, Securities Trading
What is Wealth Management Consultants competition?
Wealth Management Consultants top competitors include: Plan for Joy, Ratcliff Financial Services, Wentsel Wealth Management, Southshore Financial Planning
What technology does Wealth Management Consultants use?
Some of the popular technologies that Wealth Management Consultants uses are: Drupal, NS1, AddToAny, Google Tag Manager
How do I contact Wealth Management Consultants?
Wealth Management Consultants contact info: Phone number: (913) 706-8607 Website: www.wmcmidwest.com
What does Wealth Management Consultants do?

Wealth Management Consultants LLC operates as a registered investment adviser delivering comprehensive advisory services to clients across multiple jurisdictions. The firm specializes in empowering individuals to take meaningful control over their financial trajectories through carefully tailored investment strategies and personalized guidance. By... combining rigorous compliance practices with accessible financial education, the company bridges the gap between complex investment concepts and practical wealth management decisions. The firm's approach centers on understanding each client's unique circumstances, objectives, and risk tolerance before developing customized investment recommendations. Rather than applying generic solutions, Wealth Management Consultants conducts thorough financial assessments to identify opportunities aligned with individual goals. This consultative methodology reflects a commitment to transparency and informed decision-making, ensuring clients understand the rationale behind recommended strategies. WMC maintains strict adherence to regulatory requirements across all jurisdictions it serves, prioritizing client protection and ethical business practices. The advisory services encompass investment planning, portfolio management guidance, and financial strategy development designed to help clients navigate market complexities with confidence.Read More

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

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