BlueLake Wealth Advisors Revenue
Financial Services • 
Burr Ridge, Illinois, United States • 11-20 Employees
BlueLake Wealth Advisors revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Key Contact at BlueLake Wealth Advisors
Joseph Fishella
President / Managing Director
Company overview
| Headquarters | 745 McClintock Dr., Suite 120, Burr Ridge, IL 60527, US |
| Phone number | +18445537872 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
BlueLake Wealth Advisors Email Formats
BlueLake Wealth Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@bluelakewealth.com), used 76.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bluelakewealth.com | 76.9% |
{first initial} | j@bluelakewealth.com | 7.7% |
{first name}{last name} | johndoe@bluelakewealth.com | 7.7% |
{last name}{last name} | doedoe@bluelakewealth.com | 7.7% |
About BlueLake Wealth Advisors
When thinking about investing or working with a financial planner, many people feel overwhelmed because they don’t understand the process or details. At BlueLake Wealth Advisors, we want to change this. By choosing to work with us, you can feel confident knowing we are committed to providing you a simplified process that breaks down many of the burdensome aspects of financial planning. We are independent advisors, which means that we aren’t tied to any proprietary products or services. We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests, not ours. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Bluelake Wealth Advisors is not affiliated with Kestra IS or Kestra AS. or any other entity mentioned herein. http://www.finra.org/ https://www.sipc.org/ This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Advisory Services, LLC Compliance Department at 512-697-6000.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
BlueLake Wealth Advisors has 9 employees across 2 departments.
Departments
Number of employees
Funding Data
BlueLake Wealth Advisors has never raised funding before.
BlueLake Wealth Advisors Tech Stack
Discover the technologies and tools that power BlueLake Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
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Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
Miscellaneous
JavaScript libraries
JavaScript frameworks
Security
United Arab Emirates
Frequently asked questions
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