At Serviss Wealth Management, our mission is to provide our clients with a simple process to wealth accumulation, preservation, and generational transfer of assets by designing and implementing strategies that are personally customized to their individual goals. The Serviss Wealth Management mantra is very simple. Tell the Truth Make it Simple Word of Mouth
View Top Employees from Serviss Wealth Management| Website | http://www.servisswealth.com |
| Revenue | $9 million |
| Employees | 7 (5 on RocketReach) |
| Founded | 2014 |
| Address | 702-1726 Dolphin Ave, Kelowna, British Columbia V1Y 7W6, CA |
| Phone | (778) 484-1435 |
| Fax | (778) 484-1436 |
| Technologies |
JavaScript,
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+28 more
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| Industry | Financial Services, Accounting & Accounting Services, Business Services |
| SIC | SIC Code 56 Companies, SIC Code 563 Companies |
| NAICS | NAICS Code 561 Companies, NAICS Code 56 Companies, NAICS Code 44 Companies |
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Serviss Wealth Management Questions
The Serviss Wealth Management annual revenue was $9 million in 2024.
5 people are employed at Serviss Wealth Management.
Serviss Wealth Management is based in Kelowna, British Columbia.
The NAICS codes for Serviss Wealth Management are [561, 56, 44].
The SIC codes for Serviss Wealth Management are [56, 563].
Top Serviss Wealth Management Employees
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