West Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

20 N Grand Ave Ste 2, Fort Thomas, Kentu...

Phone Number

(859) 802-3906

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
1
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1
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About West Wealth Management

West Wealth Management offers a range of financial services including financial planning, investments, tax planning, insurance, retirement, and estate planning. They work closely with clients to create tailored strategies that align with individual goals and secure financial futures. Their services emphasize the importance of early savings, effective estate planning, and retirement readiness. The company aims to provide trusted advice to ensure clients are well-prepared for both expected and unexpected financial challenges.Explore more
Popular SearchesWest Wealth ManagementFmgsuiteWealth Managementmy-cfp.netSIC Code 62,628NAICS Code 52,523Show more

West Wealth Management Org Chart

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MW
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Financial Advisor & Chief Executive Officer

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Certified Financial Planner

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Financial Associate & At Ameriprise Financial...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

West Wealth Management

<$5M
1-10
Private
-
2010
MW
Michael WestFinancial Advisor & CEO
<$5M
1-10
Private
-
2000
GR
Gregory RobinsonPresident & Investment Advisor & Representative
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
1997
N/A
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
2015
NS
Nicholas SmithFinancial Consultant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

West Wealth Management Tech Stack

A closer look at the technologies used by West Wealth Management

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Frequently Asked Questions Regarding West Wealth Management

What is West Wealth Management's official website?
West Wealth Management's official website is www.my-cfp.net
What is West Wealth Management's Revenue?
West Wealth Management's revenue is <$5 Million
What is West Wealth Management's SIC code?
West Wealth Management's SIC: 62,628
What is West Wealth Management's NAICS code?
West Wealth Management's NAICS: 52,523
How many employees does West Wealth Management have?
West Wealth Management has 1-10 employees
What industry does West Wealth Management belong to?
West Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is West Wealth Management competition?
West Wealth Management top competitors include: Legacy Investment Planning, JFL Total Wealth Management, Smith Wealth Management Group TX, Estate Planning and Wealth Strategies
What technology does West Wealth Management use?
Some of the popular technologies that West Wealth Management uses are: NS1, Google Cloud DNS, Squarespace Online Stores, Google Cloud Platform
How do I contact West Wealth Management?
West Wealth Management contact info: Phone number: (859) 802-3906 Website: www.my-cfp.net
What does West Wealth Management do?

West Wealth Management offers a range of financial services including financial planning, investments, tax planning, insurance, retirement, and estate planning. They work closely with clients to create tailored strategies that align with individual goals and secure financial futures. Their services emphasize the importance of early savings, effecti... ve estate planning, and retirement readiness. The company aims to provide trusted advice to ensure clients are well-prepared for both expected and unexpected financial challenges.Read More

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

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