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Formula Wealth

Formula Wealth Email Formats

Financial ServicesFlag of USMontgomery, Alabama, United States1-10 Employees

Formula Wealth Email Formats

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

FormatExamplePercentage
{first initial}
j@formulawealth.com
100%

Key Contact at Formula Wealth

Flag of US

Chad Holmes

Owner | Financial Advisor

Company overview

HeadquartersMontgomery, Alabama, United States
Phone number+19012621281
Website
NAICS52
Founded2020
Employees1-10
Socials

About Formula Wealth

Comprehensive financial planning with a fiduciary fee-only advisor.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Formula Wealth has never raised funding before.

Formula Wealth Tech Stack

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

Squarespace Commerce

Squarespace Commerce

Ecommerce

GoDaddy

GoDaddy

Hosting

HSTS

HSTS

Security

Squarespace

Squarespace

CMS

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Formula Wealth is located in Montgomery, Alabama, US.
You can reach Formula Wealth at +19012621281.
Formula Wealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Formula Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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