Willis Wealth Management
www.wedbush.comWWM is being formed to give our clients upscaled service, advice, and a generational connection by leveraging the firm’s resources, tools and new technologies on our Outstanding Wealth Management Platform. In addition to myself, WWM will consist of my son, Adam Willis and Shelly Dell.
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WWM is being formed to give our clients upscaled service, advice, and a generational connection by leveraging the firm’s resources, tools and new technologies on our Outstanding Wealth Management Platform. In addition to myself, WWM will consist of my son, Adam Willis and Shelly Dell.
Read more
Country
State
Oregon
City (Headquarters)
Lake Oswego
Employees
1-10
Founded
2021
Estimated Revenue
$50,000,000 to $100,000,000
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View all employeesPotential Decision Makers
Managing Director
Email ****** @****.comPhone (***) ****-****Financial Advisor
Email ****** @****.comPhone (***) ****-****
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Lake Oswego, United States
Financial Services
