


KANA Private Wealth Group, a Veteran owned business
Financial Services • Tampa, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 8875 Hidden River Parkway, Suite 300, Tampa, Florida 33637, US |
| Phone number | +18445537872 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at KANA Private Wealth Group, a Veteran owned business
Mark H Woodward
Founder & CEO
KANA Private Wealth Group, a Veteran owned business Email Formats
KANA Private Wealth Group, a Veteran owned business uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@kanapwg.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@kanapwg.com | 100% |
About KANA Private Wealth Group, a Veteran owned business
KANA Private Wealth Group is a comprehensive family wealth management firm. We specialize in helping families plan to achieve their desired financial outcomes. I am licensed and registered to conduct business in VA. Based on licenses and registrations I hold, I may also conduct business in MA, IL, MD, TN, NC, TX, DC, CA, FL,. CA Insurance #0G65573 Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC(www.finra.org or www.sipc.org).. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. KANA Private Wealth Group is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 844-553-7872. https://bit.ly/KF-Disclosures
KANA Private Wealth Group, a Veteran owned business revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
KANA Private Wealth Group, a Veteran owned business has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
KANA Private Wealth Group, a Veteran owned business has never raised funding before.
KANA Private Wealth Group, a Veteran owned business Tech Stack
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