Located in the historic downtown district of Holland, Michigan, VIA Wealth Management, LLC was established as an independent financial services firm in 2011 serving clients along the West Michigan Lakeshore. Acting as their clients’ primary trusted advisor by providing comprehensive, integrated financial solutions and excellence in service, they help their clients achieve their life and financial goals by offering financial and retirement planning, investment planning and asset management, risk management, insurance, legacy planning and offering a special focus on women’s financial planning issues. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and VIA Wealth Management, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of MI, TN, KY, NV and FL. No offers may be made or accepted from any resident outside the specific states referenced.
View Top Employees from VIA Wealth Management LLCWebsite | http://www.viawealthmanagement.com |
Revenue | $218000 |
Employees | View employees |
Founded | 2011 |
Address | 246 S River Ave, Ste 110, Holland, Michigan 49423, US |
Phone | (616) 848-7644 |
Fax | (616) 438-9980 |
Industry | Financial Services, Business Services General, Business Services |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 5611 Companies |
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The VIA Wealth Management LLC annual revenue was $218000 in 2024.
VIA Wealth Management LLC is based in Holland, Michigan.
The NAICS codes for VIA Wealth Management LLC are [56, 561, 561110, 56111, 5611].
The SIC codes for VIA Wealth Management LLC are [87, 874].