Wealth Management Advertising Profile

Wealth Management Company Overview:

Wealth Management, Inc. is a Little Rock-based wealth management firm that is a continuation of a practice founded by Robert J. Holdford in 1987. We're dedicated to providing our clients with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our team focuses on helping our clients pursue their financial goals and objectives through our proprietary LIFEonomics Wealth Management System combined with the expertise of our Wealth Advisors, Wealth Enhancement Group, Investment Committee and Research team. Wealth Management, Inc. joined the Carson Institutional Alliance and its founding partner Carson Wealth, an advisory firm consistently ranked among the top 10 in the nation, as measured by Barron's. Together we seek out and apply objective research and resources, using not only our entire team's knowledge, wisdom and experience - but also through our strategic partners -many of the top minds in finance from around the nation work together to help optimize our client's financial wealth as well as their lives. Our practice serves hundreds of families not only in Arkansas, but in more than 17 other states. Our goal is to empower our clients to spend the rest of their lives doing only that which is truly important to them with the people who are truly important to them. Contact the Wealth Management, Inc. family so you can experience the difference today.

Primary Address

5550 S 59th Street
Lincoln, NE 68516

Wealth Management Advertising Agencies

Explore a detailed list of current and past ad agencies that work with Wealth Management. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Wealth Management's advertising agencies at your fingertips you will quickly be able to answer questions like these:

How many brands does Wealth Management have?
Wealth Management has 1 unique brands.

How much does Wealth Management spend on media?
It is unknown how much Wealth Management spends on media.

Wealth Management
Lincoln, NE
AORBranding & IdentityDigital CreativeCreativeDigital

Wealth Management Marketing Team

Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Wealth Management marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:

Who is the CMO at Wealth Management?
The chief marketing officer at Wealth Management is N/A.

How big is the Wealth Management Marketing Team?
There are 2 staff members currently involved in marketing for Wealth Management.

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Wealth Management Ad Spend 2025

This section digs into the specifics of the advertising spend at Wealth Management and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.

Wealth Management Advertising Spend

Winmo provides comprehensive data detailing annual advertising spend for Wealth Management, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.

Wealth Management Media Mix

Explore a detailed breakdown of the last 12 months media spending for Wealth Management across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.

Wealth Management Social Media Marketing Ad Spend

See whether Wealth Management is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.

Win More with Winmo

If you are looking to tap into Wealth Management marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on Wealth Management decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.