ID Wealth
Financial Services • 
4104 N Roan Street, B, United States • 1-10 Employees
Company overview
| Headquarters | 4104 N Roan Street, B, Johnson City, Tennessee 37601, US |
| Phone number | +14238549684 |
| Websites | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Variable Annuities, Customized Investment Portfolios, Captive Insurance Risk Based Planning |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contacts at ID Wealth
Russell Ingram
Partner/Owner & Financial Advisor
Bill Dunham
Co-Founder
ID Wealth Email Formats
ID Wealth uses 2 email formats. The most common is {first initial} (e.g., j@idwadvisors.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@idwadvisors.com | 75% |
{first name} | john@idwadvisors.com | 25% |
About ID Wealth
At ID Wealth we believe that just like no two DNA strands are the same, neither are two financial plans. ID Wealth is proud to bring passion, perspective, and focus to the table. We take a customized approach to each clients individual needs and risk tolerance and are truly passionate about seeing our clients meet or exceed all of their financial goals and dreams while taking the least ammount of risk needed. We know that the path to your future is not paved in hard-to-understand jargon. During every step of the way, we want to make sure you know what’s happening and why. It’s our goal to provide a comprehensive and enjoyable experience for our clients and their families. Our team is focused and ready. From administering complex estate and investment strategies to working with alternative risk management partners for individuals and business owners. Investment advisory services offered through Guardian Wealth Advisors, LLC D/B/A ID Wealth. Guardian Wealth Advisors, LLC ("GWA") is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
ID Wealth revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
ID Wealth has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
ID Wealth has never raised funding before.
ID Wealth Tech Stack
Discover the technologies and tools that power ID Wealth's digital infrastructure, from frameworks to analytics platforms.
Font scripts
Font scripts
Form builders
JavaScript libraries
Hosting
Reverse proxies
Programming languages
JavaScript libraries
Blogs
UI frameworks
PaaS
Databases
United Arab Emirates
Australia
Frequently asked questions
4.8
40,000 users
