Hereditas Wealth Management
Financial Services • 
Skokie, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 8707 Skokie Blvd, Ste 303, Skokie, IL 60077, US |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Hereditas Wealth Management
David Zinck
Founder and Managing Partner
Hereditas Wealth Management Email Formats
Hereditas Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@hereditaswealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@hereditaswealth.com | 100% |
About Hereditas Wealth Management
Hereditas is Latin for heritage. Like a family quilt, wealth can be passed from one generation to the next. Whether you are the first to begin a tradition or one of many, we want to acknowledge where you have been, where you are, and where you are going. Our team has its own legacy starting with Richard Lazer who served clients in the financial industry for over 50 years. As a founding member of our team, he helped us build a foundation of hard work, communication, and placing our client’s best interests first before retiring in 2018. We continue to honor our roots as Hereditas Wealth Management today. Our time-tested process for building, managing and monitoring a customized financial plan begins with goal-setting. But it’s an ongoing cycle, a living plan that requires attention and consideration, and when appropriate, adjustments to stay aligned with your life. We plan for you. We care for you. We're here for you.
Hereditas Wealth Management revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Hereditas Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Hereditas Wealth Management has never raised funding before.
Hereditas Wealth Management Tech Stack
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