Wealthcare Services

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

1978 N Highway 190 # A, Covington, Louis...

Phone Number

(985) 892-6125

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Wealthcare Services

Wealthcare Services provides personalized financial planning through independent advisors who utilize various tools to help clients achieve their financial goals. Their services include retirement planning, investment management, risk management, legacy planning, and philanthropic gift strategies. The company aims to establish meaningful relationships with clients, sustain their financial well-being, and grow their wealth while ensuring a smooth transfer of assets to loved ones. Wealthcare Services primarily serves individuals seeking to manage and enhance their financial legacy.Explore more
Popular SearchesWealthcare Services LLCWealthcare ServicesWealthcareWealthcareservicesIM Wealth Care LLCSIC Code 62,628NAICS Code 52,523Show more

Wealthcare Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthcare Services

<$5M
1-10
Private
-
2009
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.7M
11-50
Private
-
1988
JC
Jeffery CohanVice President, Investments
<$5M
1-10
Private
-
2009
AM
Allan MalinaFiduciary Financial Advisor & Founder
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
-
CG
Caroline GayleFinancial Planner
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealthcare Services Tech Stack

A closer look at the technologies used by Wealthcare Services

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Frequently Asked Questions Regarding Wealthcare Services

What is Wealthcare Services's official website?
Wealthcare Services's official website is www.wealthcareonline.com
What is Wealthcare Services's Revenue?
Wealthcare Services's revenue is <$5 Million
What is Wealthcare Services's SIC code?
Wealthcare Services's SIC: 62,628
What is Wealthcare Services's NAICS code?
Wealthcare Services's NAICS: 52,523
How many employees does Wealthcare Services have?
Wealthcare Services has 1-10 employees
What industry does Wealthcare Services belong to?
Wealthcare Services is in the industry of: Finance, Securities Trading
What is Wealthcare Services competition?
Wealthcare Services top competitors include: Full Circle Wealth Strategies, Ohanesian / Lecours, Waypoint Partners, Sterling Total Wealth Solutions
What technology does Wealthcare Services use?
Some of the popular technologies that Wealthcare Services uses are: reCAPTCHA, Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN
How do I contact Wealthcare Services?
Wealthcare Services contact info: Phone number: (985) 892-6125 Website: www.wealthcareonline.com
What does Wealthcare Services do?

Wealthcare Services provides personalized financial planning through independent advisors who utilize various tools to help clients achieve their financial goals. Their services include retirement planning, investment management, risk management, legacy planning, and philanthropic gift strategies. The company aims to establish meaningful relationsh... ips with clients, sustain their financial well-being, and grow their wealth while ensuring a smooth transfer of assets to loved ones. Wealthcare Services primarily serves individuals seeking to manage and enhance their financial legacy.Read More

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

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