WIS Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2111 E Southlake Blvd Ste 112, Southlake...

Phone Number

(424) 369-8838

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About WIS Advisors

WIS Advisors specializes in comprehensive wealth management solutions tailored for clients in the entertainment, music, and sports industries. They focus on creating not just financial plans but also lifestyle designs that enhance their clients' overall life experiences. Their services include asset management, income strategies, tax advisory, risk mitigation, and retirement planning. WIS Advisors aims to help clients achieve financial success while addressing their unique lifestyle needs.Explore more
WIS Advisors's Social MediaPopular SearchesWIS Advisors IncWestern Interational Securities IncSIC Code 62,628NAICS Code 52,523Show more

WIS Advisors Org Chart

PhoneEmail
MM
United States flag for contact location.

Client Service Associate

PhoneEmail
DH
United States flag for contact location.

Inventory Specialist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WIS Advisors

<$5M
1-10
Private
-
-
MM
Mikayla MartinetsClient Service Associate
$6.1M
1-10
Private
-
2006
<$5M
1-10
Private
-
2007
JO
Jamie O'CainManager, Operations
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
-
2009
JR
John RaudatFinancial Planner & Founder
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

WIS Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

WIS Advisors Tech Stack

A closer look at the technologies used by WIS Advisors

Top Finance Companies

Frequently Asked Questions Regarding WIS Advisors

What is WIS Advisors's official website?
WIS Advisors's official website is www.wisadvisors.com
What is WIS Advisors's Revenue?
WIS Advisors's revenue is <$5 Million
What is WIS Advisors's SIC code?
WIS Advisors's SIC: 62,628
What is WIS Advisors's NAICS code?
WIS Advisors's NAICS: 52,523
How many employees does WIS Advisors have?
WIS Advisors has 1-10 employees
What industry does WIS Advisors belong to?
WIS Advisors is in the industry of: Finance, Securities Trading
What is WIS Advisors competition?
WIS Advisors top competitors include: Yeomans Consulting Group, The Holben Group, Ratcliff Financial Services, Trinity Wealth Management
What technology does WIS Advisors use?
Some of the popular technologies that WIS Advisors uses are: WordPress.org, PHP, Squarespace Online Stores, Sucuri WAF
How do I contact WIS Advisors?
WIS Advisors contact info: Phone number: (424) 369-8838 Website: www.wisadvisors.com
What does WIS Advisors do?

WIS Advisors specializes in comprehensive wealth management solutions tailored for clients in the entertainment, music, and sports industries. They focus on creating not just financial plans but also lifestyle designs that enhance their clients' overall life experiences. Their services include asset management, income strategies, tax advisory, risk... mitigation, and retirement planning. WIS Advisors aims to help clients achieve financial success while addressing their unique lifestyle needs.Read More

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

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