Zelus Wealth Management

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

15712 N Pennsylvania Avenue Cube 2, Edmo...

Phone Number

(580) 471-1177

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Zelus Wealth Management

Zelus Wealth Management offers holistic wealth management solutions aimed at helping clients achieve their financial goals and a prosperous future. They provide comprehensive planning and custom-tailored portfolio management, emphasizing tax-smart investing and adapting to current economic conditions. The company prioritizes client service, ensuring timely responses and support throughout the financial planning process. Their target clients include individuals seeking personalized financial strategies and investment management.Explore more
Zelus Wealth Management's Social MediaPopular SearchesZelus Wealth ManagementZelus WealthSIC Code 62,628NAICS Code 52,523Show more

Zelus Wealth Management Org Chart

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Compare insights from companies similar to Zelus 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

Zelus Wealth Management

<$5M
1-10
Private
-
2020
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
11-50
Private
-
2016
AT
Andrew TurleyDirector, Operations
<$5M
11-50
Private
-
2022
BB
Brenna BaucumOwner, Lead Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MD
Mark DemmaCEO & Chief Operating Officer & Chief Information Officer & Chief Technology Officer & Chief Marketing Officer, All Other O's
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Company Profile Activity

i

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Activity Insights

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

What does this means?

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

Zelus Wealth Management Tech Stack

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Frequently Asked Questions Regarding Zelus Wealth Management

What is Zelus Wealth Management's official website?
Zelus Wealth Management's official website is www.zeluswealth.com
What is Zelus Wealth Management's Revenue?
Zelus Wealth Management's revenue is <$5 Million
What is Zelus Wealth Management's SIC code?
Zelus Wealth Management's SIC: 62,628
What is Zelus Wealth Management's NAICS code?
Zelus Wealth Management's NAICS: 52,523
How many employees does Zelus Wealth Management have?
Zelus Wealth Management has 1-10 employees
What industry does Zelus Wealth Management belong to?
Zelus Wealth Management is in the industry of: Finance, Securities Trading
What is Zelus Wealth Management competition?
Zelus Wealth Management top competitors include: The Otto Group, Tuttle Financial Services, Dowd Financial Group, Collective Wealth Planning
What technology does Zelus Wealth Management use?
Some of the popular technologies that Zelus Wealth Management uses are: NS1, Google Universal Analytics, Squarespace Online Stores, YouTube
How do I contact Zelus Wealth Management?
Zelus Wealth Management contact info: Phone number: (580) 471-1177 Website: www.zeluswealth.com
What does Zelus Wealth Management do?

Zelus Wealth Management offers holistic wealth management solutions aimed at helping clients achieve their financial goals and a prosperous future. They provide comprehensive planning and custom-tailored portfolio management, emphasizing tax-smart investing and adapting to current economic conditions. The company prioritizes client service, ensurin... g timely responses and support throughout the financial planning process. Their target clients include individuals seeking personalized financial strategies and investment management.Read More

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

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