Altalune Wealth Advisors

Finance · New Mexico, United States · 1-10 Employees

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Overview

Headquarters

6723 Academy Rd NE Ste B, Albuquerque, N...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Altalune Wealth Advisors

Altalune Wealth Advisors specializes in providing comprehensive financial planning and wealth management services tailored to individuals at all life stages. They focus on understanding clients' unique stories, dreams, and fears, offering personalized support in areas such as investment management, tax planning, and charitable giving. Their intended clients include those facing complex wealth situations, such as solo aging or reorganizing wealth after a loss. Altalune aims to help clients build a meaningful financial foundation that aligns with their life goals and values.Explore more
Altalune Wealth Advisors's Social MediaPopular SearchesAltalune Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Altalune Wealth Advisors Org Chart

PhoneEmail
KT
United States flag for contact location.

Owner and LPL Financial Advisor

PhoneEmail
RT
United States flag for contact location.

Wealth Management Advisor

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Altalune Wealth Advisors, 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

Altalune Wealth Advisors

<$5M
1-10
Private
-
-
KT
Kelley TredwinOwner and LPL Financial Advisor
<$5M
1-10
Private
<$5M
2011
ND
Nikki DubeRelationship Manager
<$5M
1-10
Private
-
-
KM
Kylee MooreManager, Operations
<$5M
1-10
Private
-
2007
JV
Jessica VickeryManaging Partner. Chief Compliance Officer
<$5M
1-10
Private
-
2022
AW
Andrew WalkerCEO & Founder
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Altalune Wealth Advisors Tech Stack

A closer look at the technologies used by Altalune Wealth Advisors

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Frequently Asked Questions Regarding Altalune Wealth Advisors

What is Altalune Wealth Advisors's official website?
Altalune Wealth Advisors's official website is www.altalunewealthadvisors.com
What is Altalune Wealth Advisors's Revenue?
Altalune Wealth Advisors's revenue is <$5 Million
What is Altalune Wealth Advisors's SIC code?
Altalune Wealth Advisors's SIC: 62,628
What is Altalune Wealth Advisors's NAICS code?
Altalune Wealth Advisors's NAICS: 52,523
How many employees does Altalune Wealth Advisors have?
Altalune Wealth Advisors has 1-10 employees
What industry does Altalune Wealth Advisors belong to?
Altalune Wealth Advisors is in the industry of: Finance, Securities Trading
What is Altalune Wealth Advisors competition?
Altalune Wealth Advisors top competitors include: Impact Wealth Planners, Wealth, Walker Covey Wealth Advisors, Appaloosa Wealth Management
What technology does Altalune Wealth Advisors use?
Some of the popular technologies that Altalune Wealth Advisors uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
What does Altalune Wealth Advisors do?

Altalune Wealth Advisors specializes in providing comprehensive financial planning and wealth management services tailored to individuals at all life stages. They focus on understanding clients' unique stories, dreams, and fears, offering personalized support in areas such as investment management, tax planning, and charitable giving. Their intende... d clients include those facing complex wealth situations, such as solo aging or reorganizing wealth after a loss. Altalune aims to help clients build a meaningful financial foundation that aligns with their life goals and values.Read More

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

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