Allied Wealth Planners

Financial Services • 6200 Som Center Rd, Ste A11, United States • 1-10 Employees

Company overview

Headquarters	6200 Som Center Rd, Ste A11, Solon, Ohio 44139, US
Website	awpresource.com
NAICS	52
Founded	2024
Employees	1-10

Key Contact at Allied Wealth Planners

Scott Zurawski

Founder/Financial Advisor

About Allied Wealth Planners

Founded in 2024, Allied Wealth Planners is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians, non-profits, and individuals. Stop by, or make a call to setup an appointment today! Registered Representatives offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Investment Advisor Representatives offering Advisory services through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity.

Allied Wealth Planners revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Allied Wealth Planners has never raised funding before.

Frequently asked questions

Allied Wealth Planners is located in 6200 Som Center Rd, Ste A11, US.

Allied Wealth Planners was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Allied Wealth Planners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Allied Wealth Planners

Scott Zurawski

Founder/Financial Advisor

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