21:5 Wealth Management
Financial Services
Latrobe, Pennsylvania, United States
5 employees
ABOVE
- Employees
- 5
- Contacts
- 1
- Emails
- 1
21:5 Wealth Management Overview
- Headquarters
- Latrobe, Pennsylvania, United States
- Website
- www.215wealth.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2019
- Stock Symbol
- ABOVE
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About 21:5 Wealth Management
At 21:5 Wealth Management, your goals become our goals. We partner with you to not only help you reach your financial goals, but help you reach them in ways that align with your values, help you feel fulfilled, and promote self-satisfaction. Investment advisory services offered through Mutual Advisors, LLC DBA 21:5 Wealth Management, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.
21:5 Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
21:5 Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Rebecca Haugh, Cfp®, Aifa® | Certified Financial Planner - Financial |
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| Daniel R. Dunlap Iii, Aifa®, Crps® | Wealth Advisor | Latrobe, Pennsylvania, United States |
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| Jillian (Panichelle) Dunlap | Office Manager at 21:5 Wealth Management | Latrobe, Pennsylvania, United States |
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| Ethan Greek | Wealth Advisor at 21:5 Wealth Management | Slickville, Pennsylvania, United States |
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Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile