Willingdon Wealth Management

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

13801 Reese Blvd W Ste 155, Huntersville...

Phone Number

(704) 659-7817

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Willingdon Wealth Management

Exencial Wealth Advisors is a registered investment advisory firm with 13 offices across the U.S., specializing in aligning clients' financial goals with expert advice. They offer a holistic approach through customized portfolios, financial planning, investment management, estate planning, and tax services. Their integrated service platform emphasizes coordination between various financial aspects to improve client outcomes. The firm caters to business owners, executives, and individuals experiencing life changes, ensuring tailored financial solutions for each client's unique needs.Explore more
Willingdon Wealth Management's Social MediaPopular SearchesWillingdon Wealth ManagementWillingdon Holdings IncExencial Wealth AdvisorsWillingdon Wealth Management IncWillingdon Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Willingdon Wealth Management Org Chart

PhoneEmail
JB
United States flag for contact location.

Senior Wealth Advisor & Portfolio Manager

PhoneEmail
MD
United States flag for contact location.

Senior Portfolio Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Willingdon Wealth Managem...

<$5M
11-50
Private
-
2003
JB
James BaileySenior Wealth Advisor & Portfolio Manager
$5.6M
11-50
Private
-
1999
Moe Ansari, President & Chief Investment Officer at Compak Asset Management
Moe AnsariPresident & Chief Investment Officer
$5.1M
11-50
Private
-
-
PW
Peter WalderProgram Director
<$5M
11-50
Private
-
2001
JL
Jennifer LovellCustomer Service Manager
<$5M
1-10
Private
-
2001
ER
Ellie RobisonFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1994
RR
Rachel RosenPrincipal, Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Willingdon Wealth Management Tech Stack

A closer look at the technologies used by Willingdon Wealth Management

Willingdon Wealth Management News & Media

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Frequently Asked Questions Regarding Willingdon Wealth Management

What is Willingdon Wealth Management's official website?
Willingdon Wealth Management's official website is www.willingdonwealth.com
What is Willingdon Wealth Management's Revenue?
Willingdon Wealth Management's revenue is <$5 Million
What is Willingdon Wealth Management's SIC code?
Willingdon Wealth Management's SIC: 62,628
What is Willingdon Wealth Management's NAICS code?
Willingdon Wealth Management's NAICS: 52,523
How many employees does Willingdon Wealth Management have?
Willingdon Wealth Management has 11-50 employees
What industry does Willingdon Wealth Management belong to?
Willingdon Wealth Management is in the industry of: Finance, Securities Trading
What is Willingdon Wealth Management competition?
Willingdon Wealth Management top competitors include: ETP Forum, Paladin Financial, Compak Asset Management, Durbin Bennett Private Wealth Management
What companies has Willingdon Wealth Management acquired?
Willingdon Wealth Management has acquired the companies: Shoreline Financial Advisors, Fitzgerald Wealth Strategies, Netting & Pace, Willingdon Wealth Management
What technology does Willingdon Wealth Management use?
Some of the popular technologies that Willingdon Wealth Management uses are: F5 Silverline DDoS Protection, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Willingdon Wealth Management?
Willingdon Wealth Management contact info: Phone number: (704) 659-7817 Website: www.willingdonwealth.com
What does Willingdon Wealth Management do?

Exencial Wealth Advisors is a registered investment advisory firm with 13 offices across the U.S., specializing in aligning clients' financial goals with expert advice. They offer a holistic approach through customized portfolios, financial planning, investment management, estate planning, and tax services. Their integrated service platform emphasi... zes coordination between various financial aspects to improve client outcomes. The firm caters to business owners, executives, and individuals experiencing life changes, ensuring tailored financial solutions for each client's unique needs.Read More

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

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