Wealth|KC

Finance · Missouri, United States · 11-50 Employees

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Overview

Headquarters

1420 NW Vivion Rd Ste 109, Kansas City, ...

Phone Number

(816) 820-4756

Revenue

$5.3 Million

Industry

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

About Wealth|KC

This firm specializes in financial planning and investment management, dedicated to assisting clients in achieving their financial and life goals. They offer fee-based, comprehensive financial planning services tailored for a range of clients, from wealth accumulators to retirees. Upholding a fiduciary standard, they prioritize transparent advice and align their fee structure with client interests. Their services are designed to empower clients to turn their life visions into reality.Explore more
Wealth|KC's Social MediaPopular SearchesWealth|KCFletcher Wealth ManagementFletcher Wealth Management( LLCWealthWealth Angels LLCSIC Code 62,628NAICS Code 52,523Show more

Wealth|KC Org Chart

PhoneEmail
BT
United States flag for contact location.

Director, Operations

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LF
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Director, Client Experience

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth|KC

$5.3M
11-50
Private
-
2010
BT
Brooke TwaddleDirector, Operations
$8.6M
11-50
Private
-
2010
MP
Mindy ParsonsManager, Client Services
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth|KC Tech Stack

A closer look at the technologies used by Wealth|KC

Wealth|KC News & Media

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Frequently Asked Questions Regarding Wealth|KC

What is Wealth|KC's official website?
Wealth|KC's official website is www.wealthkc.com
What is Wealth|KC's Revenue?
Wealth|KC's revenue is $5.3 Million
What is Wealth|KC's SIC code?
Wealth|KC's SIC: 62,628
What is Wealth|KC's NAICS code?
Wealth|KC's NAICS: 52,523
How many employees does Wealth|KC have?
Wealth|KC has 11-50 employees
What industry does Wealth|KC belong to?
Wealth|KC is in the industry of: Finance, Securities Trading
What is Wealth|KC competition?
Wealth|KC top competitors include: Beacon Financial Partners, Sterling Total Wealth Solutions, Alliance Wealth Advisors, Summit Financial Wealth Advisors
What technology does Wealth|KC use?
Some of the popular technologies that Wealth|KC uses are: NS1, Google Universal Analytics, Squarespace Online Stores, Proofpoint
How do I contact Wealth|KC?
Wealth|KC contact info: Phone number: (816) 820-4756 Website: www.wealthkc.com
What does Wealth|KC do?

This firm specializes in financial planning and investment management, dedicated to assisting clients in achieving their financial and life goals. They offer fee-based, comprehensive financial planning services tailored for a range of clients, from wealth accumulators to retirees. Upholding a fiduciary standard, they prioritize transparent advice a... nd align their fee structure with client interests. Their services are designed to empower clients to turn their life visions into reality.Read More

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

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