DTY Wealth Planning Solutions Revenue
Financial Services • 
North Lauderdale, Florida, United States • 11-20 Employees
DTY Wealth Planning Solutions revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Key Contact at DTY Wealth Planning Solutions
Jon Tomss
Managing Director
Company overview
| Headquarters | 3343 W Commercial Blvd, Suite 107, Ft Lauderdale, FL 33309, US |
| Phone number | +19549336565 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Asset Management, Retirement Planning, Estate Planning, Tax Planning Strategies, Wealth Planning And Preservation, Risk Diversification Strategies |
| Founded | 2002 |
| Employees | 11-20 |
| Socials |
DTY Wealth Planning Solutions Email Formats
DTY Wealth Planning Solutions uses 1 email format. The most common is {first initial} (e.g., j@dtywealthplanningsolutions.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@dtywealthplanningsolutions.com | 100% |
About DTY Wealth Planning Solutions
DTY Wealth Planning Solutions is an established, diversified financial planning firm serving individuals, families and business owners throughout the United States. We believe attention to detail is the foundation to success, and by educating our clients along the way, we are able to uniquely identify the goals and objectives needed to assist in making sound financial decisions. As an independent, wealth planning company, we advise and practice on a fiduciary level, offering a wide range of financial products and services while providing customized financial plans to our clients. Our mission is devoted to maintaining the highest standard of ethics, integrity, and professionalism in our relationship with our valued clients. DTY Wealth Planning Solutions is committed to providing services in the following areas: *Wealth planning and accumulation * Preservation of wealth * Tax prep & reduction strategies * Risk Diversification * Estate Planning For more information, please visit www.dtywealthplanningsolutions.com or call us at 954-933-6565. David T. Yu is registered with and offers securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308, (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. DTY Wealth Planning Solutions is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. David T. Yu may discuss/transact business in: AZ, FL, NC, NE, NY, PA, and TX. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by David T. Yu and/or DTY Wealth Planning Solutions; positive reviews of experiences with David T. Yu and/or DTY Wealth Planning Solutions may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
DTY Wealth Planning Solutions has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
DTY Wealth Planning Solutions has never raised funding before.
DTY Wealth Planning Solutions Tech Stack
Discover the technologies and tools that power DTY Wealth Planning Solutions's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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UI frameworks
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