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Silverleaf Wealth Management - Ann K. Slechta

Silverleaf Wealth Management - Ann K. Slechta Revenue

Financial ServicesFlag of USCarroll, Iowa, United States1-10 Employees

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Silverleaf Wealth Management - Ann K. Slechta revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at Silverleaf Wealth Management - Ann K. Slechta

Flag of US

Alayna Hansen

Director Of Client Services

Company overview

Headquarters710 Simon Avenue, Carroll, Iowa 51401, US
Phone number+14022607073
Website
NAICS52
Keywords
Risk Management, Tax Planning, Educational Planning, Retirement Planning, Estate Planning, Investment Management, Charitable Giving, Debt And Cash Flow Management
Founded2019
Employees1-10

About Silverleaf Wealth Management - Ann K. Slechta

At Silverleaf Wealth Management, we understand that each of our clients face unique challenges in their finances. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies – our personalized service helps you address your needs, wants, financial goals and objectives for many years to come. Our team has years of experience in financial services. We work with you as your fiduciary partner now and through all stages of your life. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Slate Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Silverleaf Wealth Management - Ann K. Slechta has never raised funding before.

Silverleaf Wealth Management - Ann K. Slechta Tech Stack

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Frequently asked questions

Silverleaf Wealth Management - Ann K. Slechta is located in Carroll, Iowa, US.
You can reach Silverleaf Wealth Management - Ann K. Slechta at +14022607073.
Silverleaf Wealth Management - Ann K. Slechta generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
Silverleaf Wealth Management - Ann K. Slechta has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Silverleaf Wealth Management - Ann K. Slechta was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Silverleaf Wealth Management - Ann K. Slechta has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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