DKD Wealth Strategies Group
Charlotte, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 6235 Carnegie Blvd, Charlotte, North Carolina 28211, US |
| Websites | |
| Employees | 1-10 |
Key Contacts at DKD Wealth Strategies Group
Thomas Lawson
Director Of Planning
Ashley Gravely
Director Of Insurance Operations
Michael Kramer
Director Of Planning And Investments
DKD Wealth Strategies Group Email Formats
DKD Wealth Strategies Group uses 2 email formats. The most common is {first name} (e.g., john@hobartwealth.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@hobartwealth.com | 80% |
{first initial}.{last name} | j.doe@nm.com | 20% |
About DKD Wealth Strategies Group
DKD Wealth Strategies Group is a wealth strategies company that builds steadfast, personal relationships with clients and their families to provide clarity, confidence, and expertise to their financial plans. They offer expert lifetime financial planning solutions and serve as fiduciaries to their advisory clients.
DKD Wealth Strategies Group revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the current industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
DKD Wealth Strategies Group has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
DKD Wealth Strategies Group has never raised funding before.
United Kingdom
Australia
Spain
Netherlands
Bosnia and Herzegovina
Frequently asked questions
4.8
40,000 users
