WealthTrust Oklahoma

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

2952 Via Esperanza, Edmond, Oklahoma, 73...

Phone Number

(405) 241-1600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About WealthTrust Oklahoma

WealthTrust Oklahoma is an independent trust service provider specializing in fee-only estate planning and asset management for individuals and families. With over a decade of experience, they offer comprehensive financial planning services aimed at growing and protecting clients' financial legacies across all 50 states. Their team, boasting more than 50 years of combined experience in the trust and investment industries, focuses on meeting the estate planning and financial needs of their clients. WealthTrust Oklahoma is dedicated to ensuring that the wishes of clients are honored through effective management of their assets.Explore more
WealthTrust Oklahoma's Social MediaPopular SearchesWealthTrust OklahomaWealthtrustoklahomaAsset ManagementHolbrook 1 Farms LLCWealthTrustSIC Code 62,628NAICS Code 52,523Show more

WealthTrust Oklahoma Org Chart

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AK
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President & Owner

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Compare Similar Companies to WealthTrust Oklahoma

Compare insights from companies similar to WealthTrust Oklahoma, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthTrust Oklahoma

<$5M
1-10
Private
-
-
AK
Alyssa KaiserPresident & Owner
<$5M
11-50
Private
-
2001
MA
Meredith AganDirector, Operations
<$5M
1-10
Private
-
2008
IB
Ira BrowerCEO & Founder
<$5M
1-10
Private
-
-
TT
Thomas ThorpeCalifornia Licensed Fiduciary Professional
<$5M
1-10
Private
-
1992
JL
John LowPresident
<$5M
1-10
Private
-
2009
DR
Daniel RayDirector, Compliance & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WealthTrust Oklahoma Tech Stack

A closer look at the technologies used by WealthTrust Oklahoma

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Frequently Asked Questions Regarding WealthTrust Oklahoma

What is WealthTrust Oklahoma's official website?
WealthTrust Oklahoma's official website is www.wealthtrustok.com
What is WealthTrust Oklahoma's Revenue?
WealthTrust Oklahoma's revenue is <$5 Million
What is WealthTrust Oklahoma's SIC code?
WealthTrust Oklahoma's SIC: 62,628
What is WealthTrust Oklahoma's NAICS code?
WealthTrust Oklahoma's NAICS: 52,523
How many employees does WealthTrust Oklahoma have?
WealthTrust Oklahoma has 1-10 employees
What industry does WealthTrust Oklahoma belong to?
WealthTrust Oklahoma is in the industry of: Finance, Securities Trading
What is WealthTrust Oklahoma competition?
WealthTrust Oklahoma top competitors include: Inlet Private Wealth, Garden State Trust, Knickerbocker Advisors, Trust and Estate Management
What technology does WealthTrust Oklahoma use?
Some of the popular technologies that WealthTrust Oklahoma uses are: Drupal, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact WealthTrust Oklahoma?
WealthTrust Oklahoma contact info: Phone number: (405) 241-1600 Website: www.wealthtrustok.com
What does WealthTrust Oklahoma do?

WealthTrust Oklahoma is an independent trust service provider specializing in fee-only estate planning and asset management for individuals and families. With over a decade of experience, they offer comprehensive financial planning services aimed at growing and protecting clients' financial legacies across all 50 states. Their team, boasting more t... han 50 years of combined experience in the trust and investment industries, focuses on meeting the estate planning and financial needs of their clients. WealthTrust Oklahoma is dedicated to ensuring that the wishes of clients are honored through effective management of their assets.Read More

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

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