Alluvial Private Wealth Email Formats

Financial Services • Marion, Ohio, United States • 11-20 Employees

Alluvial Private Wealth Email Formats

Alluvial Private Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@alluvialprivatewealth.com), used 81.8% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@alluvialprivatewealth.com	81.8%
{first name}.{last name}	john.doe@alluvialprivatewealth.com	18.2%

Key Contact at Alluvial Private Wealth

Lars Olson

President, Wealth Advisor

Company overview

Headquarters	107 N. Main Street, Suite 202, Marion, OH 43302, US
Phone number	+17402448815
Website	alluvialprivatewealth.com
NAICS	52
Founded	2021
Employees	11-20
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About Alluvial Private Wealth

Alluvial Private Wealth is an independent wealth management firm with locations in Marion and Cleveland, Ohio. From retirement income to investment portfolios to special needs financial planning, our team has the knowledge, insights and commitment to serve clients with the attention they deserve. Lars Olson, CFP® ChSNC®, CPFA, CAP®, CRPS® leads the team of financial advisors - Randy Bliss, CFP®, Manoj Sharma and Lisa Bush. Across every relationship, the team is committed to developing a deep understanding of the complexities each client faces and apply their expertise to create a customized plan. Every situation is unique, and we welcome the opportunity to help you with yours. Please call on us today and we can begin the process to helping you accomplish your most important financial goals. Don’t leave them to chance. We can help you plan.

Employees by Management Level

Total employees: 11-20

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Vice President

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Employees by Department

Alluvial Private Wealth has 6 employees across 2 departments.

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Funding Data

Explore Alluvial Private Wealth's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2025-03-20	11	N/A
2025-03-20	19	N/A

Funding Insights

Number of funding rounds

Alluvial Private Wealth Tech Stack

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

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Frequently asked questions

Alluvial Private Wealth is located in Marion, Ohio, US.

You can reach Alluvial Private Wealth at +17402448815.

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

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

Key Contact at Alluvial Private Wealth

Lars Olson

President, Wealth Advisor

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