Alexander Legacy Private Wealth Management

Investment Management • Detroit, Michigan, United States • 1-10 Employees

Company overview

Headquarters	400 Renaissance Center, Suite 2600, Detroit, Michigan 48243, US
Phone number	+18772066556
Website	alprivatewealth.com
NAICS	5231
Founded	2021
Employees	1-10
Socials

Key Contact at Alexander Legacy Private Wealth Management

Jacqueline Alexander Campbell

Founder and CEO, Senior Wealth Advisor

Alexander Legacy Private Wealth Management Email Formats

Alexander Legacy Private Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@alprivatewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@alprivatewealth.com	100%

About Alexander Legacy Private Wealth Management

Alexander Legacy Private Wealth Management is a black owned and women led full service investment firm that will help you and your family reach your financial goals, invigorate your philanthropic ambitions, and amplify your family’s legacy. OUR VISION To be a culturally diverse wealth management firm with a focus on amplifying our client’s legacy through philanthropy, impact, and purpose. OUR MISSION We want to help 100,000 families build, protect and transfer multi-generational wealth through legacy, philanthropy and impact. OUR SERVICES *Asset Management *Financial Planning *Risk Management *Estate Planning *Life Insurance *Investment Education Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. To visit website of FINRA and SIPC, please copy and paste http://www.finra.org/ and/or http://www.sipc.org/ into the web address box of your internet browser.

Alexander Legacy Private Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Alexander Legacy Private Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Alexander Legacy Private Wealth Management has never raised funding before.

Alexander Legacy Private Wealth Management Tech Stack

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

Cloudflare Bot Management

Security

Gravity Forms

Form builders

WP Rocket

Caching

Tailwind CSS

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

Flickity

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Alexander Legacy Private Wealth Management is located in Detroit, Michigan, US.

You can reach Alexander Legacy Private Wealth Management at +18772066556.

Alexander Legacy Private Wealth Management was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Alexander Legacy Private Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Alexander Legacy Private Wealth Management

Jacqueline Alexander Campbell

Founder and CEO, Senior Wealth Advisor

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