Weightman Wealth Advisory

Finance · Delaware, United States · 1-10 Employees

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Overview

Headquarters

PO Box 308, Rockland, Delaware, 19732, U...

Phone Number

(302) 893-0160

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Weightman Wealth Advisory

The goal of our advisory practice is to empower clients with financial knowledge so that each client makes better, more informed decisions while overseeing the various components of their wealth. Relevant areas of focus may include investments, sourcing income requirements, preparing for retirement, tax planning, insurance coverages, borrowing needs, philanthropy, etc When working with clients, we typically engage in a three step process beginning with organization and reporting, moving onto individualized education, and evolving to ongoing guidance through regular communications and scheduled meetings. Copyright © 2009 Weightman Wealth Advisory. All rights reserved.Explore more
Popular SearchesWeightman Wealth AdvisoryWeightman Wealth Advisory LLCWeightman Wealth Advisory AllSIC Code 62,628NAICS Code 52,523Show more

Weightman Wealth Advisory Org Chart

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LW
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Compare insights from companies similar to Weightman Wealth Advisory, 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

Weightman Wealth Advisory

<$5M
1-10
Private
-
-
LW
Louisa WrightFounder & Owner
<$5M
1-10
Private
-
2022
<$5M
1-10
Private
-
2011
KF
Kelly FiumeClient Service Associate
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
2005
JB
Joel BalliManager, Customer Experience
<$5M
1-10
Private
-
2010
PH
Pamela HoffmanManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Weightman Wealth Advisory Tech Stack

A closer look at the technologies used by Weightman Wealth Advisory

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Frequently Asked Questions Regarding Weightman Wealth Advisory

What is Weightman Wealth Advisory's official website?
Weightman Wealth Advisory's official website is www.weightmanadvisory.com
What is Weightman Wealth Advisory's Revenue?
Weightman Wealth Advisory's revenue is <$5 Million
What is Weightman Wealth Advisory's SIC code?
Weightman Wealth Advisory's SIC: 62,628
What is Weightman Wealth Advisory's NAICS code?
Weightman Wealth Advisory's NAICS: 52,523
How many employees does Weightman Wealth Advisory have?
Weightman Wealth Advisory has 1-10 employees
What industry does Weightman Wealth Advisory belong to?
Weightman Wealth Advisory is in the industry of: Finance, Securities Trading
What is Weightman Wealth Advisory competition?
Weightman Wealth Advisory top competitors include: Provident Wealth Advisors, 1522 Financial, Total Wealth Planning, Orion Wealth Advisors
What technology does Weightman Wealth Advisory use?
Some of the popular technologies that Weightman Wealth Advisory uses are: Microsoft IIS, Microsoft 365, ASP.NET, Microsoft Exchange Online
How do I contact Weightman Wealth Advisory?
Weightman Wealth Advisory contact info: Phone number: (302) 893-0160 Website: www.weightmanadvisory.com
What does Weightman Wealth Advisory do?

The goal of our advisory practice is to empower clients with financial knowledge so that each client makes better, more informed decisions while overseeing the various components of their wealth. Relevant areas of focus may include investments, sourcing income requirements, preparing for retirement, tax planning, insurance coverages, borrowing need... s, philanthropy, etc When working with clients, we typically engage in a three step process beginning with organization and reporting, moving onto individualized education, and evolving to ongoing guidance through regular communications and scheduled meetings. Copyright © 2009 Weightman Wealth Advisory. All rights reserved.Read More

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

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