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Capitol Wealth Strategies

Capitol Wealth Strategies

Financial ServicesFlag of USAustin, Texas, United States21-50 Employees

Company overview

Headquarters901 S. Mopac Expy Barton Oaks IV, Ste 150, Austin, TX 78746, US
Phone number+15126512009
Websites
NAICS52
SIC628
Founded2009
Employees21-50
Socials

Key Contacts at Capitol Wealth Strategies

Flag of US

Angie Kilidjian

Director Talent Acquisition

Flag of US

Scot Davis

Managing Director - Operations & Talent

Flag of US

Angie Kilidjian

Director Of Recruiting

Capitol Wealth Strategies Email Formats

Capitol Wealth Strategies uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@cwsplanning.com), used 33.3% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@cwsplanning.com
33.3%
{first initial}{last name}
jdoe@cwsplanning.com
46.7%
{first name}.{last name}
john.doe@cwsplanning.com
20%

About Capitol Wealth Strategies

At Capitol Wealth Strategies, we know that financial success is the result of discipline, hard work and smart, informed decision-making. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow — and minimize your debt — now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood. Helping to … Optimize your wealth. Achieve your goals. Protect your dreams. Capitol Wealth Strategies is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, Texas 78746, 512-651-2009. PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. | Guardian, its subsidiaries, agents, and employees do not provide provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Capitol Wealth Strategies is an independent agency and not an affiliate or subsidiary of Guardian. 2019-92320 Exp. 01/11

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Capitol Wealth Strategies revenue & valuation

Annual revenue$9,156,304
Revenue per employee$200,000
Estimated valuation?$29,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

Capitol Wealth Strategies has 33 employees across 5 departments.

Departments

Number of employees

Funding Data

Capitol Wealth Strategies has never raised funding before.

Capitol Wealth Strategies Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Amazon S3

Amazon S3

CDN

Frequently asked questions

Capitol Wealth Strategies is located in Austin, Texas, US.
You can reach Capitol Wealth Strategies at +15126512009.
Capitol Wealth Strategies was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Capitol Wealth Strategies has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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