Wisniewski Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5005 Lyndon B Johnson Fwy Ste 335, Dalla...

Phone Number

(972) 965-8261

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Wisniewski Wealth Management

Wisniewski Wealth Management is a financial services firm that offers a comprehensive range of services including investment management, financial planning, tax preparation, and business planning. The company prides itself on providing a Personal CFO experience, catering to the financial needs of individuals and families across the U.S. With a team of certified professionals and a commitment to fiduciary standards, they aim to build long-lasting relationships while helping clients achieve their financial goals. Established in 2009, Wisniewski Wealth Management focuses on delivering holistic advice and support for all financial tasks.Explore more
Wisniewski Wealth Management's Social MediaPopular SearchesWisniewski Wealth ManagementWisniewski Wealth Management-All RightsWisniewski Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Wisniewski Wealth Management Org Chart

PhoneEmail
SW
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Trusted Financial To Emergency Physicians Adv...

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Compare Similar Companies to Wisniewski Wealth Management

Compare insights from companies similar to Wisniewski Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wisniewski Wealth Managem...

<$5M
1-10
Private
-
2009
SW
Scott WisniewskiTrusted Financial To Emergency Physicians Advisor
<$5M
11-50
Private
<$5M
2006
Carl McKnight, Founding Partner, President at Ironwood Wealth Management
Carl McKnightFounding Partner, President
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
1-10
Private
-
1994
KS
Kelly SheehanManager, Operations
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPrincipal and Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wisniewski Wealth Management Tech Stack

A closer look at the technologies used by Wisniewski Wealth Management

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Frequently Asked Questions Regarding Wisniewski Wealth Management

What is Wisniewski Wealth Management's official website?
Wisniewski Wealth Management's official website is www.wi-wm.com
What is Wisniewski Wealth Management's Revenue?
Wisniewski Wealth Management's revenue is <$5 Million
What is Wisniewski Wealth Management's SIC code?
Wisniewski Wealth Management's SIC: 62,628
What is Wisniewski Wealth Management's NAICS code?
Wisniewski Wealth Management's NAICS: 52,523
How many employees does Wisniewski Wealth Management have?
Wisniewski Wealth Management has 1-10 employees
What industry does Wisniewski Wealth Management belong to?
Wisniewski Wealth Management is in the industry of: Finance, Securities Trading
What is Wisniewski Wealth Management competition?
Wisniewski Wealth Management top competitors include: Ironwood Wealth Management, Kokesh Financial Strategies, Furlong Investment Solutions, LK Benson
What technology does Wisniewski Wealth Management use?
Some of the popular technologies that Wisniewski Wealth Management uses are: Google Font API, Microsoft 365, Acuity Scheduling, GoDaddy DNS
How do I contact Wisniewski Wealth Management?
Wisniewski Wealth Management contact info: Phone number: (972) 965-8261 Website: www.wi-wm.com
What does Wisniewski Wealth Management do?

Wisniewski Wealth Management is a financial services firm that offers a comprehensive range of services including investment management, financial planning, tax preparation, and business planning. The company prides itself on providing a Personal CFO experience, catering to the financial needs of individuals and families across the U.S. With a team... of certified professionals and a commitment to fiduciary standards, they aim to build long-lasting relationships while helping clients achieve their financial goals. Established in 2009, Wisniewski Wealth Management focuses on delivering holistic advice and support for all financial tasks.Read More

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

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