Baobab Wealth Management
Financial Services • 
169 Tiziano Way, Venice, United States • 1-10 Employees
Company overview
| Headquarters | 169 Tiziano Way, Venice, Florida 34275, US |
| Phone number | +19073178454 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Income Planning, Asset Management, Retirement Planning, Life Insurance, Financial Planning, Disability And Long Term Care Planning, College Education Programs, Pension Maximization Strategy, Fee Based |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at Baobab Wealth Management
Sonja Puetzer
Co-Owner and Chief Compliance Officer
Baobab Wealth Management Email Formats
Baobab Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@baobabwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@baobabwealth.com | 100% |
About Baobab Wealth Management
Baobab Wealth is a full service financial planning firm specializing in Retirement Planning and Retirement Income planning. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. We can help you address: Investing principles and strategies Retirement investing and distribution strategies Risk management analysis We also can answer your questions, including: Can I retire early? Are my investments working hard enough? How much do I need to retire? Am I on track for the retirement that I want? There is never any cost or obligation to have a consultation to see if we may be of service to you. The Baobab tree is also known as the ‘Tree of Life’ and is native to the African Savannah. Its silhouette is well known globally thanks to its prominent role in Disney’s Lion King. Its fruit is a 100% natural superfood that releases energy, strengthens the immunes system and improves digestive health. The Baobab Tree can live for up to 3000 years. The analogy with this outstanding tree resonates with Baobab Wealth Management's approach towards financial planning. Baobab Wealth Management and Baobab Wealth Abroad are DBA names of Baobab Wealth LLC, a Florida state Registered Investment Advisor.
Baobab Wealth Management 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
Employees by Department
Baobab Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Baobab Wealth Management has never raised funding before.
Baobab Wealth Management Tech Stack
Discover the technologies and tools that power Baobab Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Argentina
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Frequently asked questions
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