Gugle Wealth Advisory

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	Charlotte, North Carolina, United States
Phone number	+17048073958
Website	guglewealth.com
NAICS	52
Keywords	Wealth Management, Financial Planning, Investment Management, Flat Fee Financial Advisor, Navigating Divorce, Serving Doctors
Founded	2024
Employees	1-10
Socials

Key Contact at Gugle Wealth Advisory

John Gugle

Founder & CEO

Gugle Wealth Advisory Email Formats

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

Format	Example	Percentage
{first initial}	j@guglewealth.com	100%

About Gugle Wealth Advisory

FLAT FEE FIDUCIARY FINANCIAL ADVISOR SERVING CHARLOTTE, NC Being a trusted fiduciary means always putting our clients' best interests first. I know from experience that the traditional AUM model often favors the advisor's earnings over client needs. That is why I am providing my advisory services for a flat fee - it ensures my work is tied to the work performed, not to the size of my client's investment portfolio. My flat fee approach is designed to provide clear, fair and client-focused financial advice, setting Gugle Wealth Advisory apart in the industry.

Gugle Wealth Advisory revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Gugle Wealth Advisory has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Gugle Wealth Advisory has never raised funding before.

Gugle Wealth Advisory Tech Stack

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

Google Workspace

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Nginx

Reverse proxies

Slick

JavaScript libraries

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

Bootstrap

UI frameworks

YouTube

Video players

Frequently asked questions

Gugle Wealth Advisory is located in Charlotte, North Carolina, US.

You can reach Gugle Wealth Advisory at +17048073958.

Gugle Wealth Advisory was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Gugle Wealth Advisory

John Gugle

Founder & CEO

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