Trek Wealth Solutions
Financial Services
North Little Rock, Arkansas, United States
10 employees
- Employees
- 10
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Trek Wealth Solutions Overview
- Headquarters
- North Little Rock, Arkansas, United States
- Website
- www.mytrekwealth.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2023
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Trek Wealth Solutions
Trek Wealth’s mission is to provide balanced financial solutions that empower people to do more, go further and appreciate life’s journey. For those looking to prepare for retirement while enjoying life’s experiences along the way, Trek Wealth paves the path for doing both — crafting well-planned portfolios with room for what matters most. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Information shared from third-party sources is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.
Trek Wealth Solutions Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Trek Wealth Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kimberly Smith | Financial Advisor @ Trek Wealth | Greater Fayetteville, Ar Area, United States |
View
|
| John Davis | Financial Advisor at Trek Wealth | Little Rock Metropolitan Area, United States |
Email
Phone
|
| Chandra Catron | Project Manager | Seattle, Washington, United States |
Email
|
| Kaitlyn Laney, Cfp® | Certified Financial Advisor | Scottsdale, Arizona, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile
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