Focused Alpha Wealth Management

Financial Services • Denver, Colorado, United States • 1-10 Employees

Company overview

Headquarters	1401 Lawrence St, Suite 1600, Denver, Colorado 80202, US
Phone number	+13035295100
Website	focusedalpha.com
NAICS	52
Keywords	Stocks, Investing, College Planning, Bonds, Retirement Planning, Financial Planning, Investment Managment, Charitable Giving, Fee Only, Institutional Consuling
Founded	2021
Employees	1-10
Socials

Key Contact at Focused Alpha Wealth Management

Daniel Barotz

President & Senior Advisor

Focused Alpha Wealth Management Email Formats

Focused Alpha Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@focusedalpha.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@focusedalpha.com	100%

About Focused Alpha Wealth Management

Focused Alpha is a: boutique wealth management firm that serves successful individuals, flourishing businesses, and passionate not-for-profits empowering, and helping them achive their goals and ovcercome lifes obstacles. Our Mission is: To provide sound advice, that improves the lives of our clients The advice we provide is: • IOU, Independent, Objective, & Unbiased • Customized • Timely • Data-Driven • Conscious of Behavior Biases It is Based on our: • Experience • Understanding of Tail Events • Our ESP processes Emotion Free Simple to Execute Process Driven • Partnerships with Subject Matter Experts • Implementation of Smart Technology The Values that Guide the Advice We Give and Decisions We Make are: • Clients First, All the Time • Help Solve Problems: Big, Little, At Home, In Business, and In Life • Be a Little Better Each Day • Set Expectations, and Then Outshine Them • Give More Than You Take

Focused Alpha Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Focused Alpha Wealth Management has never raised funding before.

Focused Alpha Wealth Management Tech Stack

Discover the technologies and tools that power Focused Alpha Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Joomla

CMS

reCAPTCHA

Security

UIKit

UI frameworks

Google Tag Manager

Tag managers

GoDaddy

Hosting

PHP

Programming languages

Open Graph

Miscellaneous

Google Analytics

Analytics

Leaflet

Maps

jsDelivr

CDN

Microsoft 365

Frequently asked questions

Focused Alpha Wealth Management is located in Denver, Colorado, US.

You can reach Focused Alpha Wealth Management at +13035295100.

Focused Alpha Wealth Management was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Focused Alpha Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Focused Alpha Wealth Management

Daniel Barotz

President & Senior Advisor

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