345 Wealth Management Revenue

Financial Services • Phoenix, Arizona, United States • 11-20 Employees

345 Wealth Management revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Key Contacts at 345 Wealth Management

Dillan J Micus

Owner & Ceo

Patrick Kearns

President & Co-Founder

Company overview

Headquarters	4835 E Cactus Rd, Suite 255, Scottsdale, Arizona 85254, US
Phone number	+12123144600
Website	345wealthmgmt.com
NAICS	52
Founded	2022
Employees	11-20
Socials

345 Wealth Management Email Formats

345 Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@345wealthmgmt.com), used 60% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@345wealthmgmt.com	60%
{first name}.{last name}	john.doe@345wealthmgmt.com	40%

About 345 Wealth Management

345 isn’t just our name, it’s our straightforward process, and the comprehensive plans that help empower our clients to build personalized strategies today, designed to allow them to cross the bridge to financial security into tomorrow We Provide: guidance and comprehensive planning around the three most important phases of your life: Accumulation, Distribution, and Transfer of assets We Utilize: multiple risk transfer strategies within our clients’ portfolios We Create: tax efficiencies in all aspects of the retirement planning process Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. 345 Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE 4889071.3 (9/24) (Exp.9/28)

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Founder/Owner

Employees by Department

345 Wealth Management has 8 employees across 5 departments.

Departments

Number of employees

Funding Data

345 Wealth Management has never raised funding before.

345 Wealth Management Tech Stack

Discover the technologies and tools that power 345 Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Amazon S3

CDN

Frequently asked questions

345 Wealth Management is located in Phoenix, Arizona, US.

You can reach 345 Wealth Management at +12123144600.

345 Wealth Management generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.

345 Wealth Management has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

345 Wealth Management was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

345 Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at 345 Wealth Management

Dillan J Micus

Owner & Ceo

Patrick Kearns

President & Co-Founder

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