Wealth Advisory Services
Likely to Engage tag.Highly Engaged Employees

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

18 E Court St Ste 100, Doylestown, Penns...

Phone Number

(215) 340-3690

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
2

About Wealth Advisory Services

Wealth Advisory Services is an independent investment company with highly experienced wealth managers who care about your financial well-being. The company is committed to helping individuals and families in the Greater Philadelphia area work toward growing and helping to preserve their financial assets in order to live life according to their terms. The founding Partners of Wealth Advisory Services, Paul Krumenacker and David Jenkins, each gained over 20 years of wealth advisory experience working for a large, Wall Street investment firm. During their employment, they felt conflicted because their commitment to providing a high level of personal service didn't necessarily fit the Wall Street model. This served as a catalyst for Dave and Paul to start an independent investment management firm in 2003 - Wealth Advisory Services. The Firm's foundation and every account they manage is built on experience, honesty, and commitment to a high level of client service. Contact usto schedule a cRead more
Wealth Advisory Services's Social MediaPopular SearchesWealth Advisory Services Incwealth and tax advisory services IncWealth Advisory ServicesWealth Tax & Financial Advisory Services IncSIC Code 62,628NAICS Code 52,523Show more

Wealth Advisory Services Org Chart

PhoneEmail
Wm. Lee, President at Wealth Advisory Services
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Advisory Services

<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
<$5M
11-50
Private
-
1962
PE
Paul EdmondsCEO & Founder
<$5M
1-10
Private
-
-
AK
Andrea KarkosFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Advisory Services Tech Stack

A closer look at the technologies used by Wealth Advisory Services

Wealth Advisory Services News & Media

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Frequently Asked Questions Regarding Wealth Advisory Services

What is Wealth Advisory Services's official website?
Wealth Advisory Services's official website is www.wealthadvisoryservices.com
What is Wealth Advisory Services's Revenue?
Wealth Advisory Services's revenue is <$5 Million
What is Wealth Advisory Services's SIC code?
Wealth Advisory Services's SIC: 62,628
What is Wealth Advisory Services's NAICS code?
Wealth Advisory Services's NAICS: 52,523
How many employees does Wealth Advisory Services have?
Wealth Advisory Services has 1-10 employees
What industry does Wealth Advisory Services belong to?
Wealth Advisory Services is in the industry of: Finance, Securities Trading
What is Wealth Advisory Services competition?
Wealth Advisory Services top competitors include: Keiber Retirement Solutions, Eppolito Financial Strategies, Reynolds Wealth Management, The Normann Financial Group
What technology does Wealth Advisory Services use?
Some of the popular technologies that Wealth Advisory Services uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Proofpoint
How do I contact Wealth Advisory Services?
Wealth Advisory Services contact info: Phone number: (215) 340-3690 Website: www.wealthadvisoryservices.com
What does Wealth Advisory Services do?

Wealth Advisory Services is an independent investment company with highly experienced wealth managers who care about your financial well-being. The company is committed to helping individuals and families in the Greater Philadelphia area work toward growing and helping to preserve their financial assets in order to live life according to their term... s. The founding Partners of Wealth Advisory Services, Paul Krumenacker and David Jenkins, each gained over 20 years of wealth advisory experience working for a large, Wall Street investment firm. During their employment, they felt conflicted because their commitment to providing a high level of personal service didn't necessarily fit the Wall Street model. This served as a catalyst for Dave and Paul to start an independent investment management firm in 2003 - Wealth Advisory Services. The Firm's foundation and every account they manage is built on experience, honesty, and commitment to a high level of client service. Contact usto schedule a complimentary review of your financial goals and current investment portfolio. Click here to log in.Read More

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

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