


Frederick Wells Advisors Revenue
Financial Services • Mount Lebanon, Pennsylvania, United States • 1-10 Employees
Frederick Wells Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Frederick Wells Advisors
Clare Frederick
Wealth Advisor-Partner/Owner at FrederickWells Advisors
Company overview
| Headquarters | 1575 McFarland Rd., Ste. 215, Pittsburgh, Pennsylvania 15216-1876, US |
| Phone number | +14125281927 |
| Website | |
| NAICS | 52 |
| Founded | 2017 |
| Employees | 1-10 |
Frederick Wells Advisors Email Formats
Frederick Wells Advisors uses 1 email format. The most common is {first initial} (e.g., j@frederickwells.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@frederickwells.com | 100% |
About Frederick Wells Advisors
Frederick Wells Advisors is a leading private wealth management firm based in Pittsburgh, Pennsylvania serving clients all across the country. Our approach to finding financial strategies for lifelong goals evolves through a culture of collaboration, advanced technology, and industry expertise. Services we offer include: • Investment portfolio strategies • Retirement and income planning • Estate conservation • Protection and risk management through insurance • Tax planning As our client, our highly experienced advisory team will strive to deliver the appropriate financial approaches and strategies to help you pursue your financial goals. Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Insurance Associates or its licensed affiliates. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Frederick Wells Advisors and Stratos Wealth Partners are separate entities from LPL Financial.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Frederick Wells Advisors has never raised funding before.
Frederick Wells Advisors Tech Stack
Discover the technologies and tools that power Frederick Wells Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Frequently asked questions
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