White Cloud Wealth Management

Finance · Idaho, United States · 1-10 Employees

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Overview

Headquarters

1817 N Lakes Pl Ste 100, Meridian, Idaho...

Phone Number

(208) 795-5123

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
1
1
1
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1

About White Cloud Wealth Management

White Cloud Wealth Management is a financial planning firm based in Meridian, Idaho, specializing in providing tailored financial services to mid-career professionals and pre-retirees or retirees with significant investable assets. The firm focuses on creating customized plans to help clients achieve financial freedom and peace of mind. With a commitment to fiduciary responsibility, they prioritize the unique goals and needs of each client. Since 2007, they have been dedicated to serving clients across the nation, offering both in-person and virtual meetings.Explore more
White Cloud Wealth Management's Social MediaPopular SearchesWhite Cloud Wealth ManagementCloud Wealth ManagementWest Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

White Cloud Wealth Management Org Chart

PhoneEmail
JN
United States flag for contact location.

Certified Financial Planner

PhoneEmail
SW
United States flag for contact location.

Founder & Certified Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

White Cloud Wealth Manage...

<$5M
1-10
Private
-
2020
JN
Jacob NyeCertified Financial Planner
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2007
JB
Jeffery BrookshireCertified Financial Planner
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2012
David Bodnar, Senior Vice President at Kellett Schaffner Wealth Advisors
David BodnarSenior Vice President
<$5M
1-10
Private
-
2007
CK
Carolyn KlingerManager, Human Resources
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

White Cloud Wealth Management Tech Stack

A closer look at the technologies used by White Cloud Wealth Management

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Frequently Asked Questions Regarding White Cloud Wealth Management

What is White Cloud Wealth Management's official website?
White Cloud Wealth Management's official website is www.whitecloudwm.com
What is White Cloud Wealth Management's Revenue?
White Cloud Wealth Management's revenue is <$5 Million
What is White Cloud Wealth Management's SIC code?
White Cloud Wealth Management's SIC: 62,628
What is White Cloud Wealth Management's NAICS code?
White Cloud Wealth Management's NAICS: 52,523
How many employees does White Cloud Wealth Management have?
White Cloud Wealth Management has 1-10 employees
What industry does White Cloud Wealth Management belong to?
White Cloud Wealth Management is in the industry of: Finance, Securities Trading
What is White Cloud Wealth Management competition?
White Cloud Wealth Management top competitors include: Klauenberg Retirement Solutions, Premier Wealth Advisors, Hull Wealth Management, Pacific Wealth Strategies Group
What technology does White Cloud Wealth Management use?
Some of the popular technologies that White Cloud Wealth Management uses are: Google Workspace, Gmail
How do I contact White Cloud Wealth Management?
White Cloud Wealth Management contact info: Phone number: (208) 795-5123 Website: www.whitecloudwm.com
What does White Cloud Wealth Management do?

White Cloud Wealth Management is a financial planning firm based in Meridian, Idaho, specializing in providing tailored financial services to mid-career professionals and pre-retirees or retirees with significant investable assets. The firm focuses on creating customized plans to help clients achieve financial freedom and peace of mind. With a comm... itment to fiduciary responsibility, they prioritize the unique goals and needs of each client. Since 2007, they have been dedicated to serving clients across the nation, offering both in-person and virtual meetings.Read More

What are White Cloud Wealth Management social media links?
White Cloud Wealth Management Linkedin page
Is White Cloud Wealth Management a public company?
White Cloud Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about White Cloud Wealth Management

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