


Model Wealth
Financial Services • Naperville, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 55 S Main St, Suite 380, Naperville, Illinois 60540, US |
| Phone number | +16303811170 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Model Wealth
Anna Thornburg
Director of Operations
About Model Wealth
Clear. Simple. Planning. Smart Financial Planning for Informed Consumers. Schedule a Meeting Model Wealth is a fee-only financial planning firm that specializes in hourly-based consulting and flat-fee investment management. We work with clients all throughout the country, many of whom find us in search of a smarter, more objective approach to financial advice. https://vimeo.com/808005334 AS […]
Model 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
Model Wealth has never raised funding before.
Model Wealth Tech Stack
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Frequently asked questions
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