Edison Wealth Strategies
Financial Services • 
8905 S Yale Ave, Ste 100, United States • 1-10 Employees
Company overview
| Headquarters | 8905 S Yale Ave, Ste 100, Tulsa, Oklahoma 74137, US |
| Phone number | +12819327179 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Wealth Management, Cash Flow Management, Retirement Planning, Life Insurance, Financial Planning, Estate Planning, College Savings Plans, Tax Strategies, Charitable Gift Planning, 401K/Ira Rollovers, Elder Care Planning, Account Consolidation, Net Worth Analysis, Employer Benefits Review, Investment Vehicle Education |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at Edison Wealth Strategies
Patti Mauldin
Director Of Client Service
Edison Wealth Strategies Email Formats
Edison Wealth Strategies uses 1 email format. The most common is {first name} (e.g., john@edisonwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@edisonwealth.com | 100% |
About Edison Wealth Strategies
For more than 15 years, Edison Wealth Strategies has helped busy professionals, business owners, and families make financial decisions that shape their lives for the better. We believe financial planning doesn’t have to be complicated, and we work with you to give you straightforward advice that’s simple to follow so you can have confidence in your financial future. We’re here to streamline the planning process and provide hands-on guidance so you can focus on what really matters to you, like your family, clients, or personal passions. Our goal is for you to enjoy life and have peace of mind about the decisions you make, no matter how your life changes or what challenges you face along the way. We’re here to guide you through each phase of life by providing resources and information that help you optimize your wealth and protect your family and your career. We’ve dedicated time to serving clients in the best ways possible, and with our team’s extensive education and experience, we’re prepared to help you identify your next steps, no matter where you start from. --- Isaiah Edison is a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor. Isaiah Edison is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Isaiah Edison is not licensed in all jurisdictions. AR ins lic #14009932. Neither Edison Wealth Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Edison Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. 8905 S Yale Ave, Suite 100 Tulsa, OK 74137 (918)770-4886
Edison Wealth Strategies revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Edison Wealth Strategies has 1 employees across 1 departments.
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Number of employees
Funding Data
Edison Wealth Strategies has never raised funding before.
Edison Wealth Strategies Tech Stack
Discover the technologies and tools that power Edison Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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