Forza Wealth Management

Financial Services • 5605 Marquesas Circle, Sarasota, United States • 1-10 Employees

Company overview

Headquarters	5605 Marquesas Circle, Sarasota, Florida 34233, US
Phone number	+19412033748
Website	forzawealth.com
NAICS	52
SIC	736
Keywords	Retirement Planning, Financial Planning, Portfolio Risk Analysis, Dividend Stock Portfolios
Founded	2015
Employees	1-10
Socials

Key Contacts at Forza Wealth Management

Michael Demassa

Founder & Principal

Kimberly Evener

Director Of Client Services

Forza Wealth Management Email Formats

Forza Wealth Management uses 1 email format. The most common is {last name} (e.g., doe@forzawealth.com), used 100% of the time.

Format	Example	Percentage
{last name}	doe@forzawealth.com	100%

About Forza Wealth Management

Our diverse work experience over the past 20 years at major brokerage firms and trust companies inspired us to start FORZA in order to provide independent objective advice to our clients. We are committed to building long-term relationships and keeping our clients first. We look forward to the next 20 years of advising clients through life's journey. We put clients first in the investment adviser relationship without competing interests from related firms or shareholder profits. We work together with your Attorney, CPA and other professionals for an integrated wealth management approach.

Forza Wealth Management 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

Entry

C-Suite

Director

Employees by Department

Forza Wealth Management has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Forza Wealth Management has never raised funding before.

Forza Wealth Management Tech Stack

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

reCAPTCHA

Security

SiteGround

Hosting

Ninja Forms

Form builders

Marionette.js

JavaScript frameworks

Underscore.js

JavaScript libraries

Vimeo

Video players

iubenda

Cookie compliance

Leaflet

Maps

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

UIKit

UI frameworks

jQuery

JavaScript libraries

Frequently asked questions

Forza Wealth Management is located in 5605 Marquesas Circle, Sarasota, US.

You can reach Forza Wealth Management at +19412033748.

Forza Wealth Management was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Forza Wealth Management

Michael Demassa

Founder & Principal

Kimberly Evener

Director Of Client Services

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