Ausperity Private Wealth Revenue
Financial Services • 
Moorestown, New Jersey, United States • 11-20 Employees
Ausperity Private Wealth revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Key Contacts at Ausperity Private Wealth
Shane Fox
Founder I Managing Partner
Jennifer Fisher
Founder I Chief Experience Officer Cxo
Geoff Degener
Founder I Managing Partner
Company overview
| Headquarters | 224 Strawbridge Drive, Suite 110, Moorestown , New Jersey 08057, US |
| Phone number | +18562520101 |
| Websites | |
| NAICS | 52 |
| Keywords | Financial Services, Retirement Planning, Wealth Planning |
| Founded | 2021 |
| Employees | 11-20 |
| Socials |
Ausperity Private Wealth Email Formats
Ausperity Private Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ausperitypw.com), used 93.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@ausperitypw.com | 93.3% |
{first name}.{last name} | john.doe@ausperitypw.com | 6.7% |
About Ausperity Private Wealth
Ausperity Private Wealth is an independent wealth management firm committed to helping individuals and families better manage their finances through careful planning that gives them the confidence to make smarter, more informed decisions. Our objective is to help our clients enjoy the full potential of their wealth. Founded in 2021, our team has more than 40 years of combined experience and we’ve proven to be invaluable partners to our clients. As an independent firm, we are unlimited in our ability to source opportunities for our clients, tapping into best-in-class resource partners for innovative solutions. Our meticulous approach to wealth management centers on the value of planning – from budgeting to investing to saving for retirement. Working with clients across age ranges, we have a particular focus on helping both pre-retirees eager to make the most of the next phase of their life, and high-income millennials with decades of financial goals ahead of them. In each case, we focus on applying tax-minimization strategies to ensure our clients are able to optimize everything their prosperity can offer. We are highly credentialed advisors, bringing an energetic and enthusiastic approach to every client relationship – backed by an accountability that underscores our integrity and transparency. When you choose us as your advisor, we become your personal team of advisors, committed to adding value through dynamic financial planning and goals-based investment management. You will find us to be trustworthy and reliable, and our approach to be innovative and efficient. We never lose sight of what you’re looking to accomplish – with your wealth – and in your life. Please see ausperityprivatewealth.com for important related disclaimer. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Ausperity Private Wealth has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Ausperity Private Wealth has never raised funding before.
Ausperity Private Wealth Tech Stack
Discover the technologies and tools that power Ausperity Private Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Form builders
Analytics
Marketing automation
Maps
JavaScript libraries
CDN
Performance
JavaScript libraries
Miscellaneous
Programming languages
United Kingdom
Taiwan, Province of China
India
CanadaFrequently asked questions
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