C.S. Wealth
Financial Services • 
Lehi, Utah, United States • 1-10 Employees
Company overview
| Headquarters | Lehi, Utah, United States |
| Phone number | +12087213798 |
| Website | |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at C.S. Wealth
Carson Simpson
Business Owner / Financial Planner
C.S. Wealth Email Formats
C.S. Wealth uses 1 email format. The most common is {first name} (e.g., john@cswealth.llc), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@cswealth.llc | 100% |
About C.S. Wealth
C.S Wealth, LLC is a Registered Investment Advisory firm (RIA) built for business owners, who want more than just a portfolio babysitter. We offer strategic financial planning, business consulting, company retirement plans, and advanced tax strategies that help you grow your business and personal wealth side by side.
$
C.S. Wealth revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Founder/Owner
Funding Data
C.S. Wealth has never raised funding before.
Sweden
Saudi Arabia
Hong Kong
Canada
Frequently asked questions
C.S. Wealth is located in Lehi, Utah, US.
You can reach C.S. Wealth at +12087213798.
C.S. Wealth was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
C.S. Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
