76 Wealth Advisory
Financial Services • 
Parsippany, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 90 E Halsey Rd, Suite 351, Parsippany, NJ 07054, US |
| Phone number | +18623350076 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Investment Management, College Savings, Esg Investing |
| Founded | 2019 |
| Employees | 1-10 |
Key Contact at 76 Wealth Advisory
Lou Hery
Founder and Wealth Advisor - 76 Wealth Advisory
76 Wealth Advisory Email Formats
76 Wealth Advisory uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@76wealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@76wealth.com | 100% |
About 76 Wealth Advisory
76 Wealth Advisory was founded with two core principles: 1) Independence is the only way to truly serve clients in their best interest, and 2) Communication, transparency and education are crucial to maintaining lifelong client relationships. 76 Wealth Advisory is not affiliated with American Portfolios Financial Services, Inc.(APFS) and American Portfolios Advisors, Inc. (APA). 76 Wealth Advisory only offers insurance products and services and does not offer any securities or advisory services. Securities are offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
76 Wealth Advisory revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
76 Wealth Advisory has never raised funding before.
76 Wealth Advisory Tech Stack
Discover the technologies and tools that power 76 Wealth Advisory's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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