Dividend Wealth Advisors
Financial Services • 
Golden, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 440 Indiana St, Golden, Colorado 80401, US |
| Phone number | +17207790444 |
| Websites | |
| NAICS | 52 |
| Keywords | Financial Services, Wealth Management, Investment, Retirement Planning, Portfolio Management, Financial Planning, Investment Advisory Services |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Dividend Wealth Advisors
James Olson
President | Wealth Advisor
Dividend Wealth Advisors Email Formats
Dividend Wealth Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@dividendwealthadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@dividendwealthadvisors.com | 100% |
About Dividend Wealth Advisors
Dividend Wealth Advisors provides comprehensive wealth management services with a focus on a rising income strategy. After a successful career in the “wirehouse” world – Merrill Lynch, UBS and Morgan Stanley, Dividend Wealth Advisors founder, Jim Olson, CFP®, wanted to change his focus from a fickle stock market to something that could provide more consistent performance and market returns. Dividend Wealth Advisors is a boutique wealth management firm with a focus on creating and managing portfolios of stocks with rising dividends. We believe this strategy offers our clients the peace of mind that comes from rising income while still receiving stock market performance. We work with various clients – from young families to those approaching or in retirement with assets of $750,000 or more.
Dividend 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
Funding Data
Dividend Wealth Advisors has never raised funding before.
Dividend Wealth Advisors Tech Stack
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