CD Wealth Management
Investment Management • 
Dallas, Texas, United States • 11-20 Employees
Company overview
| Headquarters | 16400 Dallas Parkway, Suite 310, Dallas, TX 75248, US |
| Phone number | +19724996280 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Risk Management, Wealth Management, Disability Insurance, Retirement Planning, Life Insurance, Financial Planning, Long Term Care Insurance, Estate Planning, Investment Management, Supplemental Executive Retirement Plans, Business Successions Planning |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
Key Contacts at CD Wealth Management
Scott R. Cohen
Founder And Executive Chairman
Margaret Walker
Director Of Human Resources And Office Manager
Ilona Friedman
Ceo
Kelley Followwell
Director Of Client Service
CD Wealth Management Email Formats
CD Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@cdwealth.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@cdwealth.com | 58.3% |
{first initial}{last name} | jdoe@cdwealth.com | 41.7% |
About CD Wealth Management
CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in transition and non-profit organizations. In fully partnering with our clients to grow and preserve their wealth, we help them achieve their financial goals and aspirations. Our business is conducted according to our six Guiding Principles: We are proactive. We are comprehensive. We help customize. We have integrity. We remain confidential. We are transparent. With over 75 years of combined experience, the CD Wealth Management team is a dynamic group of highly motivated individuals sharing a passion for their work and a commitment to providing outstanding service. 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. CD Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS. www.finra.org and www.sipc.org This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC 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 of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872 or contact scohen@cdwealth.com.
CD Wealth Management revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
CD Wealth Management has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
CD Wealth Management has never raised funding before.
CD Wealth Management Tech Stack
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