Puzzle Wealth

  • Financial Services
  • Schaumburg IL
  • 13 employees
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Company Overview

Headquarters
1901 N Roselle Rd, Schaumburg IL
Website
puzzlewealth.com
Employees
13
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Puzzle Wealth

Puzzle Wealth Solutions is an independent wealth management firm based in Schaumburg, Illinois. The company employs 13 people and generates over $10,000 in annual revenue. Puzzle Wealth Solutions specializes in providing financial solutions for executives, business owners, and practitioners. Their team works to address complex financial challenges and develop tailored strategies for clients. Puzzle Wealth Solutions partners with LPL Financial, a Member SIPC, to offer securities. Investment advice is provided through Gladstone Institutional Advisory, a registered investment advisor. Puzzle Wealth Solutions can be reached through their website at puzzlewealth.com.

Puzzle Wealth Industry Tags

Financial Services
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FAQ

What is the location of Puzzle Wealth's headquarters?
The headquarters of Puzzle Wealth are situated at 1901 N Roselle Rd, Schaumburg IL
What is Puzzle Wealth's official website?
The official website of Puzzle Wealth can be found at puzzlewealth.com.
What is Puzzle Wealth's current revenue?
As of December 2021, Puzzle Wealth's annual revenue reached $10B.
How many employees does Puzzle Wealth currently have?
Puzzle Wealth employs approximately 13+ people as of December 2021
Which industries is Puzzle Wealth primarily operating in?
Puzzle Wealth operates in the following industries: Credit, Finance
What are Puzzle Wealth's industry tags?
Puzzle Wealth's industry tags include: Financial Services

Employee Directory

Key Employees

John Klaas

Chief Executive Officer

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Lisa Millington

Business Development

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Mark Gorman

Director - Trading

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Allison Tregoning

Operations

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