


MY Wealth Planners
Financial Services • Longmont, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 402 Main St, Longmont, CO 80501, US |
| Phone number | +13036003757 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Management, Financial Planning, Compensation Consulting, Divorce Financial Analysis |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at MY Wealth Planners
Daniel Yerger
President
About MY Wealth Planners
Longmont's only CFP Professionals providing fee-only fiduciary financial planning advice for those with complex financial planning needs.
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MY Wealth Planners revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Vice President
Funding Data
MY Wealth Planners has never raised funding before.
MY Wealth Planners Tech Stack
Discover the technologies and tools that power MY Wealth Planners's digital infrastructure, from frameworks to analytics platforms.
Security
Analytics
Photo galleries
JavaScript libraries
Analytics
Font scripts
JavaScript libraries
Blogs
WordPress plugins
Security
Programming languages
Frequently asked questions
What is the address of MY Wealth Planners?
MY Wealth Planners is located in Longmont, Colorado, US.
What is the phone number of MY Wealth Planners?
You can reach MY Wealth Planners at +13036003757.
When was MY Wealth Planners founded?
MY Wealth Planners was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.
How many employees does MY Wealth Planners have?
MY Wealth Planners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users



