Ogden Wealth
Financial Services • 
Maitland, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 260 Lookout Pl, Suite 106, Maitland, Florida 32751, US |
| Phone number | +14076451639 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Wealth Management, Portfolio Management, Wealth Planning |
| Founded | 2007 |
| Employees | 1-10 |
| Socials |
Key Contact at Ogden Wealth
Michelle Ogden
Wealth Advisor, Founder & CEO
Ogden Wealth Email Formats
Ogden Wealth uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@ogdenwealthllc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@ogdenwealthllc.com | 100% |
About Ogden Wealth
Ogden Wealth is a Maitland, FL based wealth management firm founded by Michelle Ogden in 2007. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to empower you to live a life by design, not by default. We strive to do the complex work for you and help provide the guidance along the way so YOU can focus on WHAT MATTERS MOST and pursue the best “RETURN ON LIFE” possible. At Ogden Wealth it is our goal to inspire you to live your life by design – not by default. Once you share with us what that looks like for you, we’ll help you make wise decisions along the way that support that preferred future. Making the best decisions can only be pursued by providing you with the tools and education required to stick with the plan. We also help you see visually how the right (or wrong) decisions impact your tomorrow in order to keep you on track. Throughout our process, you gain a complete view of your wealth and understand each of the integrated components including: • Life Planning – What truly matters to YOU • Disciplined Portfolio Management • Risk Management • Estate Planning • Tax Planning • Planned Giving / Philanthropy / Legacy Planning Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness. Endorsements, Recommendations, and/or Reviews received on this profile may or may not reflect real-life experiences of individuals who used our services. Individuals results may vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience
Ogden Wealth revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $5,000,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Ogden Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Ogden Wealth has never raised funding before.
Ogden Wealth Tech Stack
Discover the technologies and tools that power Ogden Wealth's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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