Zinnia Wealth Management

  • Financial Services
  • Ocala FL
  • 5 employees
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Company Overview

Headquarters
3220 SW 33rd Rd, Ocala FL
Website
zinniawealth.com
Phone
(833) 368-3680
Employees
5
Founded in
2007
Industry
Financial Services
NAICS Code
NAICS Code 5611 Companies
NAICS Code 56 Companies
NAICS Code 56111 Companies
NAICS Code 561110 Companies
NAICS Code 561 Companies
SIC Code
SIC Code 874 Companies
SIC Code 736 Companies
SIC Code 73 Companies
SIC Code 87 Companies
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Financials & Stats

Revenue

$13B

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Company Leadership

Charisse Rivers

CEO/Founder

Phone Email

Zinnia Wealth Management Industry Tags

Tactical Asset Management
Income Planning Strategies
Pension Planning
Wealth Protection
Senior Healthcare
Estate Planning
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FAQ

What is the location of Zinnia Wealth Management's headquarters?
The headquarters of Zinnia Wealth Management are situated at 3220 SW 33rd Rd, Ocala FL
What is Zinnia Wealth Management's phone number?
Zinnia Wealth Management's contact number is (833) 368-3680.
What is Zinnia Wealth Management's official website?
The official website of Zinnia Wealth Management can be found at zinniawealth.com.
What is Zinnia Wealth Management's current revenue?
As of November 2019, Zinnia Wealth Management's annual revenue reached $13B.
How many employees does Zinnia Wealth Management currently have?
Zinnia Wealth Management employs approximately 5+ people as of November 2019
Which industries is Zinnia Wealth Management primarily operating in?
Zinnia Wealth Management operates in the following industries: Credit, Finance
Who is the CEO/Founder of Zinnia Wealth Management?
Zinnia Wealth Management's CEO/Founder is Charisse Rivers
What are Zinnia Wealth Management's industry tags?
Zinnia Wealth Management's industry tags include: Tactical Asset Management, Income Planning Strategies, Pension Planning
When was Zinnia Wealth Management founded?
Zinnia Wealth Management was founded in 2007.

Employee Directory

Key Employees

Bekki Koppenhafer RDN LD

Director of Operations and Compliance

Phone Email