Rich Wealth Management

Financial Services • Louisville, Kentucky, United States • 1-10 Employees

Company overview

Headquarters	9850 Von Allmen Ct, Louisville, Kentucky 40241, US
NAICS	52
Founded	2017
Employees	1-10

Key Contact at Rich Wealth Management

Dwight Rich

RSSA, QFP, CFP®, President

About Rich Wealth Management

Rich Wealth Management LLC is a comprehensive financial planning and investment management firm based in Louisville, Kentucky serving families and businesses all over the U.S. We serve our clients using a planning approach and operate under a fiduciary standard. With over 24 years of financial advising experience, Dwight is uniquely positioned to help clients navigate today's challenging investment landscape. His philosophy is built upon client service and getting to know clients on both a personal and professional level. Dwight’s goal is to elevate our client experience by providing superior service, state of the art advice, and an intricate understanding of each of our valued client’s goals and financial situation. Dwight has experience in the following areas: Retirement Planning, Tax Planning Strategies, Insurance, Retirement Planning Strategies, Investments, Estate Planning, College Planning, Discretionary Asset Management, Captive Insurance Asset Management, Retirement Income Planning, Concentrated Stock Position Management, Business Succession Planning dwight@richwealthmanagement.com (502) 398-6850 Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. (“Rich Wealth Management ”) and Sound Income Strategies, LLC are not associated entities WWW.SEC.GOV

Rich Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Rich Wealth Management has never raised funding before.

Frequently asked questions

Rich Wealth Management is located in Louisville, Kentucky, US.

Rich Wealth Management was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Rich Wealth Management

Dwight Rich

RSSA, QFP, CFP®, President

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