Strategic Wealth
Financial Services • 
Melbourne, Victoria, Australia • 1-10 Employees
Company overview
| Headquarters | Level 2, 15 Queen Street, Melbourne, VIC 3000, AU |
| Phone number | +61386101777 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Debt Management, Investments, Cashflow Management, Insurance, Estate Planning, Aged Care, Tax Effective Strategies, Superannuation & Smsf, Executive Options And Shares |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contacts at Strategic Wealth
Amit Raut
Director
Shawn A. Manuel
President/Founder
Michael Jeffs
Senior Adviser & Director
Adrian Vidotto
Senior Adviser & Director
Nadine Davies
Owner
Ryan Robertson
Owner
Strategic Wealth Email Formats
Strategic Wealth uses 2 email formats. The most common is {first name} (e.g., john@strategicwealth.melbourne), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@strategicwealth.melbourne | 60% |
{first initial} | j@strategicwealth.melbourne | 40% |
About Strategic Wealth
Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions. Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals. And with unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns. Mike Jeffs and Adrian Vidotto lead the team of Strategic Wealth. To learn more about our team, please visit strategicwealth.melbourne/our-team.
Strategic Wealth revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Strategic Wealth has 12 employees across 4 departments.
Departments
Number of employees
Funding Data
Strategic Wealth has never raised funding before.
Strategic Wealth Tech Stack
Discover the technologies and tools that power Strategic Wealth's digital infrastructure, from frameworks to analytics platforms.
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Ecommerce
Editors
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Miscellaneous
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JavaScript libraries
Maps
CMS
United Arab Emirates
SpainFrequently asked questions
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