Managed Wealth Financial
Financial Services • 
United States • 101-200 Employees
Company overview
| Headquarters | United States |
| Phone number | +12760529 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Insurance, Retirement, Investment Advisor Services |
| Founded | 2011 |
| Employees | 101-200 |
| Socials |
Key Contacts at Managed Wealth Financial
Josh Bell
Marketing Director
Michael Millard
Senior Marketing Director
Amber Harris
Marketing Director
Adam Davis
Senior Marketing Director
Chad Chynoweth
Owner
Kelley Rauch
Business Owner
Barry Sawyer
Senior Marketing Director
Spencer Childs
Marketing Director
Michael Millard
Senior Marketing Director
Managed Wealth Financial Email Formats
Managed Wealth Financial uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@ncsu.edu), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@ncsu.edu | 50% |
{first name} | john@ncsu.edu | 20% |
{first name}.{last name} | john.doe@nm.com | 20% |
{last name} | doe@ncsu.edu | 10% |
About Managed Wealth Financial
Navigating the Financial World in the 21st Century... New Markets and New Economies call for New Strategies and New Solutions. Managed Wealth Financial takes those new ideas to American’s from all walks of life. Families and individuals need a solution to help them reach their financial goals. But unfortunately the current financial services industry may not provide all of the answers, leaving everyday people unsure of where to turn for financial advice. We Teach Families: 1. How to create wealth and lifestyle through our wealth formula. 2. How to create defensive strategies using 21st century products & solutions. 3. How to play defense first, with the potential for growth, as well as proper taxation. 4. To live below their means, saving a substantial amount of money in the right strategies, so that they become financially independent and more self-reliant. 5. Use debt companies less by creating your own wealth. You are in control rather than being controlled. 6. It’s not how much money you make, it’s what you do with what you have. 7. Protect their families until they have the personal assets to care for all contingencies. 8. Ask the question, "Do we really have a financial strategy?" 9. An education about the new world of investing and that is very empowering. 10.To learn how to generate more income through a twin career. Start a business in your free time. Low cost. Service oriented. Something you can get passionate about!
Managed Wealth Financial revenue & valuation
| Annual revenue | $37,500,000 |
| Revenue per employee | $231,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $120,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Managed Wealth Financial has 86 employees across 6 departments.
Departments
Number of employees
Funding Data
Managed Wealth Financial has never raised funding before.
Managed Wealth Financial Tech Stack
Discover the technologies and tools that power Managed Wealth Financial's digital infrastructure, from frameworks to analytics platforms.
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Hosting
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Miscellaneous
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Analytics
Frequently asked questions
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