WealthFirm

Accounting for Legal Practices · Nebraska, United States · 11-50 Employees

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Overview

Headquarters

125 S 4th St, Norfolk, Nebraska, 68701, ...

Phone Number

(800) 694-1160

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
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ZI Rank
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About WealthFirm

WealthFirm is a collective of financial experts offering a range of services including wealth management, retirement planning, and CPA advisory. The firm operates through its subsidiaries, McMill CPAs & Advisors, LLC, Wealth Management, LLC, and Retirement Plan Consultants, LLC. Their intended clients include individuals and families seeking comprehensive financial guidance and support. WealthFirm emphasizes teamwork and distinct roles to effectively serve their clients' diverse financial needs.Explore more
WealthFirm's Social MediaPopular SearchesWealthFirmCompanies McMill CPAs & Retirement Plan Consultant...SIC Code 87,872NAICS Code 54,541Show more

WealthFirm Org Chart

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Business Development Director

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Regional Director

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Relationship Manager

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Relationship Manager

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Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthFirm

<$5M
11-50
Private
-
-
AE
Alex ElwoodBusiness Development Director
<$5M
11-50
Private
-
-
DY
Daniel YuhnLpl Financial Advisor
<$5M
11-50
Private
-
1984
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

WealthFirm is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

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

WealthFirm Tech Stack

A closer look at the technologies used by WealthFirm

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding WealthFirm

What is WealthFirm's official website?
WealthFirm's official website is www.wealthfirm.info
What is WealthFirm's Revenue?
WealthFirm's revenue is <$5 Million
What is WealthFirm's SIC code?
WealthFirm's SIC: 87,872
What is WealthFirm's NAICS code?
WealthFirm's NAICS: 54,541
How many employees does WealthFirm have?
WealthFirm has 11-50 employees
What industry does WealthFirm belong to?
WealthFirm is in the industry of: Accounting for Legal Practices, Business Services
What is WealthFirm competition?
WealthFirm top competitors include: Daniel Yuhn, CPA, Diversified Wealth Management Solutions, Wealth Advisory Services, Stratos Wealth Advisors
What technology does WealthFirm use?
Some of the popular technologies that WealthFirm uses are: WordPress.org, PHP, HubSpot, Google Font API
How do I contact WealthFirm?
WealthFirm contact info: Phone number: (800) 694-1160 Website: www.wealthfirm.info
What does WealthFirm do?

WealthFirm is a collective of financial experts offering a range of services including wealth management, retirement planning, and CPA advisory. The firm operates through its subsidiaries, McMill CPAs & Advisors, LLC, Wealth Management, LLC, and Retirement Plan Consultants, LLC. Their intended clients include individuals and families seeking compre... hensive financial guidance and support. WealthFirm emphasizes teamwork and distinct roles to effectively serve their clients' diverse financial needs.Read More

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

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