Millennial Wealth
Financial Services • 
Seattle, Washington, United States • 1-10 Employees
Company overview
| Headquarters | 3518 Fremont Ave N, #443, Seattle, Washington 98103, US |
| Phone number | +12062078426 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Disability Insurance, Asset Management, Life Insurance, Financial Planning, Tax Efficiency, College Savings, Stock Options, Rsus, Fee-Only Advisor, Cash Flow/Debt Management |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at Millennial Wealth
Levi Sanchez Cfp
Founder, Financial Planner
Millennial Wealth Email Formats
Millennial Wealth uses 1 email format. The most common is {first initial} (e.g., j@millennialwealthllc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@millennialwealthllc.com | 100% |
About Millennial Wealth
Millennial Wealth, LLC is a fee-only financial planning firm based out of Seattle, WA. We specialize in serving professionals in tech. We work with clients all across the country on a virtual basis. Our services include but are not limited to; cash flow analysis, retirement planning, insurance advice, college planning, estate planning, tax planning and filing, investment management, employee benefits optimization, equity compensation planning, and debt management. We also advise on job offer letters, real estate purchases, alternative investments, and business exit planning. Clients seek us out when their situations become complex, and they want clarity, confidence, and a trusted advisor with them at every step. Our ongoing financial planning process is client-centric and customized to provide tailored advice and solutions for your unique situation and goals. We commit to upholding our values of integrity, professionalism, excellence, and willingness to learn. And to empower our clients to live their best lives.
Millennial Wealth 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
Funding Data
Millennial Wealth has never raised funding before.
Millennial Wealth Tech Stack
Discover the technologies and tools that power Millennial Wealth's digital infrastructure, from frameworks to analytics platforms.
WordPress themes
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JavaScript libraries
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Page builders
Analytics
JavaScript libraries
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Miscellaneous
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