


Saling Wealth Advisors
Financial Services • Lyndon, Kentucky, United States • 11-20 Employees
Company overview
| Headquarters | 9750 Ormsby Station Rd., Suite 102, Louisville, KY 40223, US |
| Phone number | +1402234037 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Key Contacts at Saling Wealth Advisors
Eric Saling
Chief Executive Officer
Kali Mchugh
Client Experience Director
Saling Wealth Advisors
Chief Executive Officer
Saling Wealth Advisors Email Formats
Saling Wealth Advisors uses 1 email format. The most common is {first name} (e.g., john@salingadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@salingadvisors.com | 100% |
About Saling Wealth Advisors
Saling Wealth Advisors is a full-service wealth advisory firm. Saling Wealth Advisors helps affluent families, business owners and executives make sound financial decisions. Our clients have one thing in common: the need for a lifelong financial plan designed to help them create the life they want for today, tomorrow and whatever comes next. Recognizing that every client has unique goals that require customized solutions and that personal life and financial life are inherently intertwined, we work to deeply understand our client’s families, beliefs, passions and ultimately life goals. Our mission is to ensure seamless management of our client’s assets with services that range from portfolio management to insurance, tax, estate, retirement planning and more. With over 80 years of combined financial industry experience, we are prepared to serve as a strategic partner in our clients lives. Organizational Specialties: • Retirement Planning • Estate and Charitable Planning • Investment Management • Cash Management and Borrowing • Business Planning • Risk Management • Longevity Planning
Saling Wealth Advisors revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Saling Wealth Advisors has 8 employees across 4 departments.
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Number of employees
Funding Data
Saling Wealth Advisors has never raised funding before.
Saling Wealth Advisors Tech Stack
Discover the technologies and tools that power Saling Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Blogs
Analytics
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Frequently asked questions
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