Wilson Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(306) 220-3724

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Wilson Wealth Management

Wilson Wealth Management offers fee-only, fiduciary financial advice, specializing in wealth management, financial planning, investments, and corporate advisory services. The company serves individuals and small businesses in Regina and Saskatoon, Saskatchewan. With over 25 years of professional experience, they focus on creating tailored wealth plans and high-quality investments while minimizing costs. Their approach emphasizes educating clients about the wealth management process to help them achieve their financial goals.Explore more
Wilson Wealth Management's Social MediaPopular SearchesWilson Wealth Management IncWilson Wealth ManagementWilson Wealth Management InWilson Wealth Management: IncSIC Code 62,628NAICS Code 52,523Show more

Wilson Wealth Management Org Chart

PhoneEmail
JW

Founder

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilson Wealth Management

<$5M
1-10
Private
-
2007
$6.7M
11-50
Private
-
1985
N/A
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1994
PD
Phil DrouinTeam Member
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

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Frequently Asked Questions Regarding Wilson Wealth Management

What is Wilson Wealth Management's official website?
Wilson Wealth Management's official website is www.wilsonwm.com
What is Wilson Wealth Management's Revenue?
Wilson Wealth Management's revenue is <$5 Million
What is Wilson Wealth Management's SIC code?
Wilson Wealth Management's SIC: 62,628
What is Wilson Wealth Management's NAICS code?
Wilson Wealth Management's NAICS: 52,523
How many employees does Wilson Wealth Management have?
Wilson Wealth Management has 1-10 employees
What industry does Wilson Wealth Management belong to?
Wilson Wealth Management is in the industry of: Finance, Securities Trading
What is Wilson Wealth Management competition?
Wilson Wealth Management top competitors include: De Thomas Wealth Management, Kerr Financial, Investment Planning Counsel, Investment Planning Counsel
How do I contact Wilson Wealth Management?
Wilson Wealth Management contact info: Phone number: (306) 220-3724 Website: www.wilsonwm.com
What does Wilson Wealth Management do?

Wilson Wealth Management offers fee-only, fiduciary financial advice, specializing in wealth management, financial planning, investments, and corporate advisory services. The company serves individuals and small businesses in Regina and Saskatoon, Saskatchewan. With over 25 years of professional experience, they focus on creating tailored wealth pl... ans and high-quality investments while minimizing costs. Their approach emphasizes educating clients about the wealth management process to help them achieve their financial goals.Read More

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

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