Weldon

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2255 Glades Rd Ste 324A, Boca Raton, Flo...

Phone Number

(954) 315-4100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Weldon

Weldon & Company specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for their clients. They offer services in estate planning and retirement planning, focusing on creating personalized financial plans that protect current needs and plan for the future. The firm serves individuals and families, helping them manage their assets effectively. Their approach emphasizes understanding client goals and developing tailored strategies to achieve financial security.Explore more
Popular SearchesWeldon and CoWeldon & CoWeldon & Company IncWeldon LPWELDON & amp; COMPANY IncSIC Code 62,628NAICS Code 52,523Show more

Weldon Org Chart

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Revenue

Number of Employees

Type

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Founded In

Top Executive

Weldon

<$5M
1-10
Private
-
2003
<$5M
11-50
Private
-
1994
AS
Andrew SammonsIndependent Insurance Broker
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1989
N/A
<$5M
1-10
Private
-
2012
TM
Travis MunroPresident & Owner
<$5M
1-10
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-
-
TH
Troy HelmFinancial Advisor
<$5M
1-10
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-
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Weldon Tech Stack

A closer look at the technologies used by Weldon

Weldon News & Media

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Frequently Asked Questions Regarding Weldon

What is Weldon's official website?
Weldon's official website is www.weldonandcompany.com
What is Weldon's Revenue?
Weldon's revenue is <$5 Million
What is Weldon's SIC code?
Weldon's SIC: 62,628
What is Weldon's NAICS code?
Weldon's NAICS: 52,523
How many employees does Weldon have?
Weldon has 1-10 employees
What industry does Weldon belong to?
Weldon is in the industry of: Finance, Securities Trading
What is Weldon competition?
Weldon top competitors include: Sound Financial Services, Clarity Financial Services, Summit Financial Group, Centera Financial
What technology does Weldon use?
Some of the popular technologies that Weldon uses are: Drupal, reCAPTCHA, Google Universal Analytics, Drupal 8
How do I contact Weldon?
Weldon contact info: Phone number: (954) 315-4100 Website: www.weldonandcompany.com
What does Weldon do?

Weldon & Company specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for their clients. They offer services in estate planning and retirement planning, focusing on creating personalized financial plans that protect current needs and plan for the future. The firm serves individuals and families, helping... them manage their assets effectively. Their approach emphasizes understanding client goals and developing tailored strategies to achieve financial security.Read More

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

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