Family Wealth Solutions
Financial Services • 
Myakka City, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 8652 State Road 70 E, Lakewood Ranch, Florida 34202, US |
| Phone number | +1342023785 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contacts at Family Wealth Solutions
Daniel Maroney
Managing Director
Patrick Maroney
Managing Director
Family Wealth Solutions Email Formats
Family Wealth Solutions uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@famwealthsolutions.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@famwealthsolutions.com | 83.3% |
{first name}.{last name} | john.doe@famwealthsolutions.com | 16.7% |
About Family Wealth Solutions
Family Wealth Solutions is a boutique independent wealth management practice dedicated to creating better lives for both our clients and the advisors we serve. We provide a turnkey solution for advisors and clients to the independent world, while offering a personalized experience that feels like home. Our mission is to create lasting memories and legacies through financial abundance and independence. We understand the importance of family and are dedicated to delivering a high-quality investment and financial planning platform while fostering a collaborative, family-focused culture for clients and advisors. Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Family Wealth Solutions are not affiliated companies.
Family Wealth Solutions revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Family Wealth Solutions has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Family Wealth Solutions has never raised funding before.
Family Wealth Solutions Tech Stack
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Frequently asked questions
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