Mountain Goat Wealth

Financial Services • 483 e Holstein Way, Salt Lake City, United States • 1-10 Employees

Company overview

Headquarters	483 e Holstein Way, Salt Lake City, Utah 84107, US
Website	mountaingoatwealth.com
NAICS	52
Founded	2024
Employees	1-10

Key Contact at Mountain Goat Wealth

Robert Goodman

Owner, Chief Compliance Officer, Financial Advisor

About Mountain Goat Wealth

We utilize the three stages of our proprietary "Mountain Goat Climb to Retirement" methodology to craft a unique financial plan for you. 1) Investment Management: Our team of financial advisors will craft a personalized savings & investment strategy tailored to your unique risk tolerance, time horizon, and investment objectives. We manage investment decisions and trade on your behalf in the following accounts: -Retirement and Brokerage Accounts (custodied at Charles Schwab) -401k Accounts (through Future Capital) Live life to the fullest, with less financial stress and more adventure, as you journey toward retirement. A secure route provides reassurance that your finances are on track. Schedule a no obligation video call with us to see if we can help you on your climb. https://calendly.com/app/scheduling/meeting_types/user/me Advisory services are offered through Mountain Goat Wealth Management LLC, an Investment Advisor in the State of Utah. Insurance products and services are offered through Allegis AG. Mountain Goat Wealth Management LLC and Allegis AG are unaffiliated entities.

Mountain Goat Wealth revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Mountain Goat Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Mountain Goat Wealth has never raised funding before.

Frequently asked questions

Mountain Goat Wealth is located in 483 e Holstein Way, Salt Lake City, US.

Mountain Goat Wealth was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Mountain Goat Wealth

Robert Goodman

Owner, Chief Compliance Officer, Financial Advisor

4.8

40,000 users