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DBHW Wealth Partners

DBHW Wealth Partners Email Formats

Financial ServicesFlag of USSouth Milwaukee, Wisconsin, United States21-50 Employees

DBHW Wealth Partners Email Formats

DBHW Wealth Partners uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
45.6%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
22.3%
{first name}@company.com
john@company.com
15.1%
{first name}{last name}@company.com
johndoe@company.com
9.8%
{first name}_{last name}@company.com
john_doe@company.com
7.2%

Key Contacts at DBHW Wealth Partners

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Wendi Hall

Director Of Tax And Accounting

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Lisa Pugel

Ceo

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Charlene Wehring

Founder/Financial Advisor

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Aliina Klatt

Director Of Operations

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Geoff Hall

Director Of Technology

Company overview

Headquarters1125 Milwaukee Avenue, South Milwaukee, WI 53172, US
Phone number+14147647330
Websites
NAICS52
Keywords
Tax Planning, Investment Planning, Insurance Planning, Education Planning, Cash Flow Management, Retirement Planning, Financial Planning, Estate Planning, Tax Preparation, Small Business Accounting, Corporate Tax Preparation, Partnership Tax Preparation
Founded1989
Employees21-50
Socials

About DBHW Wealth Partners

Providing the support and advice to help you navigate a lifetime of opportunities. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Director

Employees by Department

DBHW Wealth Partners has 21 employees across 5 departments.

Departments

Number of employees

Funding Data

DBHW Wealth Partners has never raised funding before.

Frequently asked questions

DBHW Wealth Partners is located in South Milwaukee, Wisconsin, US.
You can reach DBHW Wealth Partners at +14147647330.
DBHW Wealth Partners was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.
DBHW Wealth Partners 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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