Weller Capital
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
1560 E Southlake Blvd Ste 100, Southlake...Phone Number
(817) 305-0649Website
www.jwellercapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Weller Capital
Weller Capital is an independent Wealth Management firm based in Southlake, TX, specializing in custom-tailored investment services for clients with unique financial goals. The firm primarily serves individuals approaching retirement, those already retired, and clients experiencing significant life changes such as loss of a spouse or divorce. Weller Capital aims to build lifelong partnerships by providing high-quality service, proactive advice, and innovative wealth management solutions. Their offerings include financial planning, retirement planning, investment management, and various other financial services.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Weller Capital
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
Weller Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Weller Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Weller Capital.
Weller Capital Tech Stack
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Weller Capital is an independent Wealth Management firm based in Southlake, TX, specializing in custom-tailored investment services for clients with unique financial goals. The firm primarily serves individuals approaching retirement, those already retired, and clients experiencing significant life changes such as loss of a spouse or divorce. Welle... Read More
