Polaris Private Wealth

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

3250 Auburn Rd Ste 102, Auburn Hills, Mi...

Revenue

<$5 Million

Industry

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

About Polaris Private Wealth

Polaris Private Wealth is an independent financial practice that offers a comprehensive range of investment and financial services tailored to meet the unique needs of individuals, families, business owners, and entrepreneurs. The firm emphasizes open communication and education to help clients navigate the complexities of the financial world. Their consultative approach focuses on understanding clients' values and objectives to deliver personalized financial planning. With a commitment to objectivity and unbiased advice, Polaris Private Wealth aims to support clients in achieving financial independence and success.Explore more
Polaris Private Wealth's Social MediaPopular SearchesPolaris Private WealthSIC Code 62,628NAICS Code 52,523Show more

Polaris Private Wealth Org Chart

PhoneEmail
MS
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Manager Partner, Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Polaris Private Wealth

<$5M
1-10
Private
-
2022
MS
Michael SharberManager Partner, Wealth Advisor
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
11-50
Private
-
2018
Steven Hafner, Managing Partner, Chief Operating Officer Private Client Services at True Alpha Wealth Management
Steven HafnerManaging Partner, Chief Operating Officer Private Client Services
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Polaris Private Wealth Tech Stack

A closer look at the technologies used by Polaris Private Wealth

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Frequently Asked Questions Regarding Polaris Private Wealth

What is Polaris Private Wealth's official website?
Polaris Private Wealth's official website is www.polarispw.com
What is Polaris Private Wealth's Revenue?
Polaris Private Wealth's revenue is <$5 Million
What is Polaris Private Wealth's SIC code?
Polaris Private Wealth's SIC: 62,628
What is Polaris Private Wealth's NAICS code?
Polaris Private Wealth's NAICS: 52,523
How many employees does Polaris Private Wealth have?
Polaris Private Wealth has 1-10 employees
What industry does Polaris Private Wealth belong to?
Polaris Private Wealth is in the industry of: Finance, Securities Trading
What is Polaris Private Wealth competition?
Polaris Private Wealth top competitors include: OWL Private Wealth Advisors, Wealth Advisory Services, Sterling Total Wealth Solutions, Salient Wealth Planning Group
What technology does Polaris Private Wealth use?
Some of the popular technologies that Polaris Private Wealth uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
What does Polaris Private Wealth do?

Polaris Private Wealth is an independent financial practice that offers a comprehensive range of investment and financial services tailored to meet the unique needs of individuals, families, business owners, and entrepreneurs. The firm emphasizes open communication and education to help clients navigate the complexities of the financial world. Thei... r consultative approach focuses on understanding clients' values and objectives to deliver personalized financial planning. With a commitment to objectivity and unbiased advice, Polaris Private Wealth aims to support clients in achieving financial independence and success.Read More

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

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