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Frederick Wells Advisors

Frederick Wells Advisors Revenue

Financial ServicesFlag of USMount Lebanon, Pennsylvania, United States1-10 Employees

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Frederick Wells Advisors revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Key Contact at Frederick Wells Advisors

Flag of US

Clare Frederick

Wealth Advisor-Partner/Owner at FrederickWells Advisors

Company overview

Headquarters1575 McFarland Rd., Ste. 215, Pittsburgh, Pennsylvania 15216-1876, US
Phone number+14125281927
Website
NAICS52
Founded2017
Employees1-10

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.

FormatExamplePercentage
{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

Founder/Owner

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.

Cloudflare

Cloudflare

CDN

Modernizr

Modernizr

JavaScript libraries

Amazon S3

Amazon S3

CDN

Amazon Web Services

Amazon Web Services

PaaS

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

FancyBox

FancyBox

JavaScript libraries

Open Graph

Open Graph

Miscellaneous

Frequently asked questions

Frederick Wells Advisors is located in Mount Lebanon, Pennsylvania, US.
You can reach Frederick Wells Advisors at +14125281927.
Frederick Wells Advisors generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.
Frederick Wells Advisors has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Frederick Wells Advisors was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Frederick Wells Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

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