Coltiva Wealth Planning Partners
Financial Services • 
Elmhurst, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 132 N York St, Suite 3K, Elmhurst, Illinois 60126, US |
| Phone number | +17733808300 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Asset Management, Retirement Planning, Insurance, Financial Planning, Corporate Benefits, Legacy Planning, Wealth Planning |
| Employees | 1-10 |
| Socials |
Key Contact at Coltiva Wealth Planning Partners
Adam Paoli
Founder & Lead Financial Strategist
Coltiva Wealth Planning Partners Email Formats
Coltiva Wealth Planning Partners uses 2 email formats. The most common is {first initial} (e.g., j@coltivawealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@coltivawealth.com | 66.7% |
{first name} | john@coltivawealth.com | 33.3% |
About Coltiva Wealth Planning Partners
Coltiva Wealth Planning Partners is a retirement readiness, wealth advisory firm for a select group of clients, many of whom are busy professionals or business owners. What they have in common is they all want assurance they will have the income they need to be comfortable in retirement. You will only retire once. Coltiva Wealth has helped hundreds of families enjoy a successful retirement. We can help you get it right. 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. Kestra IS or Kestra AS are not affiliated with Coltiva Wealth Planning Partners. Wealth Planning Partnersdoes not offer tax or legal advice. https://bit.ly/KF-Disclosures This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
Coltiva Wealth Planning Partners 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
Funding Data
Coltiva Wealth Planning Partners has never raised funding before.
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