Meath Wealth Advisors Revenue
Financial Services • 
Minneapolis, Minnesota, United States • 1-10 Employees
Meath Wealth Advisors 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 |
Key Contact at Meath Wealth Advisors
Robert Meath
Founder. Wealth Advisor
Company overview
| Headquarters | 520 Nicollet Mall, Suite 740, Minneapolis, MN 55402, US |
| Phone number | +16124129971 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Wealth Management, Impact Investing, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Long-Term Care Planning, Millennial Investing |
| Founded | 1983 |
| Employees | 1-10 |
| Socials |
Meath Wealth Advisors Email Formats
Meath Wealth Advisors uses 1 email format. The most common is {last name}{last name} (e.g., doedoe@journeysw.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name}{last name} | doedoe@journeysw.com | 100% |
About Meath Wealth Advisors
Our mission is to help you have financial clarity, feel at ease around your finances, and help you make your impact on the world. We do this by building trust, providing education, building an actionable roadmap, and providing exceptional service. A clear financial picture both now and into the future allows you to accomplish and plan for what is most important in your life. We are a wealth management firm based in Minneapolis, serving families, business owners, executives, and institutions. Our team provides the highest level of service to our local and national clients in comprehensive financial planning and investment management. Our clients become like family, and we are honored that we have clients who have been with us for over 30 years, and now across 3 generations. Our long-term relationships allow us to be an important partner in moving through life’s major milestones and surprises. Office Address: 520 Nicollet Mall, Suite 740, Minneapolis, MN 55402 Investment advisory services offered through Meath Wealth Advisors, a DBA of Journey Strategic Wealth, an SEC registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency. All investment advisory services are offered through Journey Strategic Wealth, LLC, an SEC Registered Investment Advisory firm. Information posted on this profile is intended for informational purposes only and does not constitute investment advice. Third party posts found on this profile do not reflect the views of Journey Strategic Wealth and have not been reviewed by Journey Strategic Wealth as to accuracy or completeness.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Meath Wealth Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Meath Wealth Advisors has never raised funding before.
Meath Wealth Advisors Tech Stack
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