Schlipman Wealth Information

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Schlipman Wealth Advisors is a Quincy-based wealth management firm dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a professional and personal experience with your advisor. Our team focuses on helping you achieve your financial goals and objectives. Through our Wealth Enhancement Group, Investment Committee, and Research team, we offer a holistic process to managing your wealth.

Website	http://www.schlipmanwealth.com
Revenue	$5.5 million
Employees	1 (0 on RocketReach)
Founded	2012
Address	1890 Maine St, Quincy, Illinois 62301, US
Phone	(217) 228-7799
Fax	(217) 228-7777
Technologies	JavaScript , HTML , PHP +32 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	High Net Worth, Wealth Management, Financial Security, Financial Advisor, Investment Management, Retirement Planning, Estate Planning, Financial Planning, Wealth Planning, Investment Advisor, Portfolio Management, Tax Planning, Financial Services, Trust Services, Retirement Planning Services, Investment Strategies, Wealth Preservation, Estate Preservation, Asset Management, Long-Term Investing
Competitors	Morgan Stanley, Fidelity Investments, Wells Fargo, Vanguard, Merrill Lynch, Raymond James, Edward Jones, Financial Services Company, TD Ameritrade, Schwab Advisor Services +43 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies

Schlipman Wealth Questions

What is the annual revenue of Schlipman Wealth?

The Schlipman Wealth annual revenue was $5.5 million in 2026.

Where is Schlipman Wealth based?

Schlipman Wealth is based in Quincy, Illinois.

What is the NAICS code for Schlipman Wealth?

The NAICS codes for Schlipman Wealth are [52393, 52, 523, 5239].

What is the SIC code for Schlipman Wealth?

The SIC codes for Schlipman Wealth are [628, 62].

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