Marshall Wealth Management

Financial Services • Louisville, Kentucky, United States • 1-10 Employees

Company overview

Headquarters	629 South 4th Street Suite #302, Louisville, KY 40202, US
Phone number	+18324407293
Website	marshallyourmoney.com
NAICS	52
SIC	874
Keywords	Financial Education, Financial Planning, Investment Management, Church Financial Planning
Founded	2001
Employees	1-10
Socials

Key Contact at Marshall Wealth Management

James Marshall

Owner

Marshall Wealth Management Email Formats

Marshall Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@marshallyourmoney.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@marshallyourmoney.com	50%
{first name}.{last name}	john.doe@marshallyourmoney.com	50%

About Marshall Wealth Management

Marshall Wealth Management, LLC is a registered investment advisory firm specializing in comprehensive financial planning and family wealth management. We have offices in Louisville, KY and Houston, TX. We utilize a webbased financial planning system to allow our clients 24/7 access to their financial position as it relates to their networth, balance sheet, cash flow, protection position and estate overview. Our wealth management arm focuses on growing family wealth through various investment vehicles such as, stocks, bonds, ETF's and annuities. We also provide insurance to address our clients protection needs such as income replacement and estate planning strategies.

Marshall Wealth Management 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

Founder/Owner

Funding Data

Marshall Wealth Management has never raised funding before.

Marshall Wealth Management Tech Stack

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

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

Calendly

Appointment scheduling

React

JavaScript frameworks

WordPress

Blogs

Frequently asked questions

Marshall Wealth Management is located in Louisville, Kentucky, US.

You can reach Marshall Wealth Management at +18324407293.

Marshall Wealth Management was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Marshall Wealth Management

James Marshall

Owner

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