Wealth

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

3310 E Sunshine St, Springfield, Missour...

Phone Number

(417) 882-1400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Wealth

Wealth and Investment Services is a financial planning firm based in Springfield, MO, dedicated to providing personalized and comprehensive financial services. With over 30 years of experience, they prioritize the well-being and needs of their clients, focusing on tailored advice that aligns with individual goals and risk tolerance. Their services include financial planning and investment management, aimed at helping clients achieve financial stability and confidence. The firm emphasizes building strong partnerships with clients to navigate their unique financial journeys.Explore more
Wealth's Social MediaPopular SearchesWealthWealth and Investment ServicesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
2018
SZ
Steve ZhouSenior Portfolio Manager
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Tech Stack

A closer look at the technologies used by Wealth

Top Finance Companies

Frequently Asked Questions Regarding Wealth

What is Wealth's official website?
Wealth's official website is www.417wealth.com
What is Wealth's Revenue?
Wealth's revenue is <$5 Million
What is Wealth's SIC code?
Wealth's SIC: 62,628
What is Wealth's NAICS code?
Wealth's NAICS: 52,523
How many employees does Wealth have?
Wealth has 1-10 employees
What industry does Wealth belong to?
Wealth is in the industry of: Finance, Securities Trading
What is Wealth competition?
Wealth top competitors include: Polaris Private Wealth, Wealth Advisory Services, Sherwood Investment Services, Holliger Financial Consultants
What technology does Wealth use?
Some of the popular technologies that Wealth uses are: Google Font API, Sectigo, SoftLayer
How do I contact Wealth?
Wealth contact info: Phone number: (417) 882-1400 Website: www.417wealth.com
What does Wealth do?

Wealth and Investment Services is a financial planning firm based in Springfield, MO, dedicated to providing personalized and comprehensive financial services. With over 30 years of experience, they prioritize the well-being and needs of their clients, focusing on tailored advice that aligns with individual goals and risk tolerance. Their services... include financial planning and investment management, aimed at helping clients achieve financial stability and confidence. The firm emphasizes building strong partnerships with clients to navigate their unique financial journeys.Read More

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

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