Silverleaf Wealth Management
Financial Services • 
Omaha, Nebraska, United States • 21-50 Employees
Company overview
| Headquarters | 12801 Pierce Street, Suite 100, Omaha, NE 68144, US |
| Phone number | +120182023 |
| Website | |
| NAICS | 52 |
| Founded | 2015 |
| Employees | 21-50 |
| Socials |
Key Contacts at Silverleaf Wealth Management
Lauren Clark
Director Of Business Development & Executive To The President
Renee Welch
Wealth Advisor And Director Of Operations
Silverleaf Wealth Management Email Formats
Silverleaf Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Silverleaf Wealth Management
At Silverleaf Wealth Management in Omaha, NE, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Gladstone Institutional Advisory, a registered investment advisor. Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.silverleafwealth.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Silverleaf Wealth Management revenue & valuation
| Annual revenue | $1,882,210 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,100,000 |
| Total funding | $30,000,000 |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Silverleaf Wealth Management has 14 employees across 5 departments.
Departments
Number of employees
Funding Data
Explore Silverleaf Wealth Management's funding history, including investment rounds, total capital raised, and key backers.
Denmark
Canada
Portugal
Italy
Frequently asked questions
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