Diversified Wealth Strategies Revenue
Financial Services • 
Pewaukee, Wisconsin, United States • 1-10 Employees
Diversified Wealth Strategies 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 |
Key Contact at Diversified Wealth Strategies
Nick Lenski
Director Of Operations
Company overview
| Headquarters | 325 Forest Grove Dr, Suite 201, Pewaukee, Wisconsin 53072, US |
| Phone number | +12628754585 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Managed Accounts, Tax Planning, Annuities, Life Insurance, Financial Planning, Medicare Supplements, Retirement Income Planning, Variable Annuities, Estate Conservation, Tax Preperation, Individual Securities, Education Accounts/529, Ira/401(K), Wealth Planning/Management |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Diversified Wealth Strategies Email Formats
Diversified Wealth Strategies uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@woodburyfinancial.net), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@woodburyfinancial.net | 80% |
{first name}.{last name} | john.doe@woodburyfinancial.net | 20% |
About Diversified Wealth Strategies
Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them achieve their goals. Our staff consists of experienced professionals with a “hands-on” approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients. Both advisors, Tony Carini and Irina Lueth, are Certified Financial Fiduciaries. Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Diversified Wealth Strategies, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a more secure future. Securities and investment advisory services offered through Osaic Wealth Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Diversified Wealth Strategies has never raised funding before.
Diversified Wealth Strategies Tech Stack
Discover the technologies and tools that power Diversified Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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