WealthKeel LLC
Financial Services
615 Channelside Dr
3 employees
- Employees
- 3
- Contacts
- 2
- Emails
- 2
WealthKeel LLC Overview
- Headquarters
- 615 Channelside Dr
- Phone Number
- Available in AeroLeads
- Website
- wealthkeel.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2015
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About WealthKeel LLC
Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs. We will help you utilize your wealth to free up time and energy to focus on your family, your practice, and what you love most. Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
WealthKeel LLC Contact Details
- People in AeroLeads
- 2
- With contact data
- 2
- Email contacts
- 2
- 100.0% coverage
WealthKeel LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Zack Levine Cfp® | Akron, Ohio, United States |
Email
|
|
| Billy Allen, Cfp®, Cslp® | Paraplanner at Wealthkeel | Seattle, Washington, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
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