WJS Wealth Management

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

150 S Sunny Slope Rd Ste 101, Brookfield...

Phone Number

(262) 797-7960

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About WJS Wealth Management

WJS Wealth Management, Inc. is a financial advisory firm based in Brookfield, WI, dedicated to helping business owners and individuals achieve financial comfort and security. They provide personalized financial solutions that encompass wealth creation, protection, and legacy preservation, ensuring clients feel confident about their financial futures. As an independent advisor with a fiduciary responsibility, they focus on making a positive impact on their clients' lives. Their services include comprehensive financial planning, investment strategies, and second opinion consultations.Explore more
WJS Wealth Management's Social MediaPopular SearchesWjs Wealth Management IncWjs Financial ServicesWJS Investment LLCWjs Financial Services IncWjs Management Services IncSIC Code 62,628NAICS Code 52,523Show more

WJS Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WJS Wealth Management

<$5M
1-10
Private
-
2015
WS
William SmithManaging Director
<$5M
1-10
Private
-
2001
MC
Michael CeaserInvestment Advisor & Representative
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
1993
JG
Jennifer GuadagniDirector, Client Relations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WJS Wealth Management Tech Stack

A closer look at the technologies used by WJS Wealth Management

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Frequently Asked Questions Regarding WJS Wealth Management

What is WJS Wealth Management's official website?
WJS Wealth Management's official website is www.wjswealthmanagement.com
What is WJS Wealth Management's Revenue?
WJS Wealth Management's revenue is <$5 Million
What is WJS Wealth Management's SIC code?
WJS Wealth Management's SIC: 62,628
What is WJS Wealth Management's NAICS code?
WJS Wealth Management's NAICS: 52,523
How many employees does WJS Wealth Management have?
WJS Wealth Management has 1-10 employees
What industry does WJS Wealth Management belong to?
WJS Wealth Management is in the industry of: Finance, Securities Trading
What is WJS Wealth Management competition?
WJS Wealth Management top competitors include: Bishop Financial Advisors, Stockade Wealth Management, Ceaser Capital Management, OWL Private Wealth Advisors
What technology does WJS Wealth Management use?
Some of the popular technologies that WJS Wealth Management uses are: Tierpoint, WordPress.org, PHP, Google Universal Analytics
How do I contact WJS Wealth Management?
WJS Wealth Management contact info: Phone number: (262) 797-7960 Website: www.wjswealthmanagement.com
What does WJS Wealth Management do?

WJS Wealth Management, Inc. is a financial advisory firm based in Brookfield, WI, dedicated to helping business owners and individuals achieve financial comfort and security. They provide personalized financial solutions that encompass wealth creation, protection, and legacy preservation, ensuring clients feel confident about their financial future... s. As an independent advisor with a fiduciary responsibility, they focus on making a positive impact on their clients' lives. Their services include comprehensive financial planning, investment strategies, and second opinion consultations.Read More

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

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