Grand Glaize Wealth Management
Financial Services • 
Osage Beach, Missouri, United States • 1-10 Employees
Company overview
| Headquarters | 5886 Osage Beach Pkwy, Ste. C, Osage Beach, Missouri 65065, US |
| Phone number | +15736931775 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Advice, Financial Advice, Financial Planning, Portfolio Managment |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Key Contact at Grand Glaize Wealth Management
Adam Maher
Vice President & Financial Advisor
Grand Glaize Wealth Management Email Formats
Grand Glaize Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@grandglaizewealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@grandglaizewealth.com | 100% |
About Grand Glaize Wealth Management
Grand Glaize Wealth Management, LLC was formed in 2017 by a team of dedicated financial advisors looking to enhance the financial planning experience for our clients. Our mission is simple: to provide advice in a clear, concise, and transparent manner that gives individuals the resources and knowledge to build and protect their wealth over time. During the process of creating a unique plan for each of our clients, we look at effective strategies to grow assets, preserve them from taxes, creditors, and wild market fluctuations, and efficiently pass the fruits of their hard work to their desired beneficiary. With a wide array of investment and insurance tools at our disposal, technology solutions to help us construct and maintain our plan, and decades of combined experience in the financial planning world, the team at Grand Glaize Wealth Management is confident they can help you meet your financial and wealth building objectives. Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser
Grand Glaize Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Grand Glaize Wealth Management has never raised funding before.
Grand Glaize Wealth Management Tech Stack
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Frequently asked questions
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