New South Wealth Management
Financial Services • 
4539 Hedgemore Drive, Suite 103, United States • 11-20 Employees
Company overview
| Headquarters | 4539 Hedgemore Drive, Suite 103, Charlotte, NC 28209, US |
| Phone number | +18773226796 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Employees | 11-20 |
| Socials |
Key Contacts at New South Wealth Management
Ken Dehart
Managing Director - Financial Innovation
Nicholas Dodds
Director Of Investments
Eric Birney
Director Of Investment Operations
Abyssinia Muron
Director Of New Business
New South Wealth Management Email Formats
New South Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@newsouthwealth.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@newsouthwealth.com | 83.3% |
{first name}{last name} | johndoe@newsouthwealth.com | 16.7% |
About New South Wealth Management
Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth preservation/distribution. To schedule an appointment: https://calendly.com/newsouthwealth Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and New South Wealth Management are not affiliated.
New South Wealth Management revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
New South Wealth Management has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
New South Wealth Management has never raised funding before.
New South Wealth Management Tech Stack
Discover the technologies and tools that power New South Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Appointment scheduling
United Kingdom
Ireland
Frequently asked questions
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