Cerulean Private Wealth Advisors

Financial Services • Indianapolis, Indiana, United States • 1-10 Employees

Company overview

Headquarters	250 W 96th St, Indianapolis, Indiana 46260, US
Phone number	+18332322792
Website	ceruleanpwa.com
NAICS	52
SIC	628
Keywords	Investment Management, Legacy Planning, Capital Gains Tax Planning, Certified Private Wealth Advisor, Transfers & Sales Of Closely Held Businesses
Founded	2018
Employees	1-10
Socials

Key Contact at Cerulean Private Wealth Advisors

Mike Myers

Founder and Principal, Senior Wealth Advisor

Cerulean Private Wealth Advisors Email Formats

Cerulean Private Wealth Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@ceruleanpwa.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@ceruleanpwa.com	100%

About Cerulean Private Wealth Advisors

Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth individuals, corporate executives, business owners, professional athletes, and their families. Founder Mike Myers, a Certified Private Wealth Advisor®, created Cerulean to secure the freedom and flexibility to pursue innovative technologies, products, and services through a thoroughly independent, resource-rich model that places the needs of clients at the heart of everything the firm does. In his goal to empower sound financial futures, he helps clients prioritize and balance the accumulation of wealth, the utility of money and the creation of legacy. Operating in clients’ sole and best interests at all times, the firm provides integrated and highly customized financial plans that include tax planning, investment and portfolio structure, estate planning and asset protection. We welcome your interest; please visit our website ceruleanwpa.com, write us at info@ceruleanpwa.com or call Mike Myers directly at (317) 819-5440.

Cerulean Private Wealth Advisors revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Cerulean Private Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Cerulean Private Wealth Advisors has never raised funding before.

Cerulean Private Wealth Advisors Tech Stack

Discover the technologies and tools that power Cerulean Private Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

HTTP/3

Miscellaneous

PHP

Programming languages

HSTS

Security

WordPress

Blogs

Google Analytics

Analytics

WordPress Multisite

Hosting

Isotope

JavaScript libraries

MySQL

Databases

Frequently asked questions

Cerulean Private Wealth Advisors is located in Indianapolis, Indiana, US.

You can reach Cerulean Private Wealth Advisors at +18332322792.

Cerulean Private Wealth Advisors was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Cerulean Private Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cerulean Private Wealth Advisors

Mike Myers

Founder and Principal, Senior Wealth Advisor

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