Strategic Wealth Design Revenue
Financial Services • 
8675 S Eastern Ave, Las Vegas, United States • 1-10 Employees
Strategic Wealth Design 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 |
Key Contact at Strategic Wealth Design
Mahesh Odhrani
Founder, President, Certified Financial Planner Tm
Company overview
| Headquarters | 8675 S Eastern Ave, Las Vegas, Nevada 89123, US |
| Phone number | +17029077444 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Annuities, Life Insurance, Disability Income Insurance, Financial Planning, Long Term Care Insurance, Estate Planning, Mutual Funds, Investment Management, Retirement Income Planning, Key Employee Retention, Executive Bonus Plans, Sep Iras, Simple Iras, Business Succession And Exit Planning, Buy-Sell Agreement Funding, 401(K) And Defined Benefit Retirement Plans, College Education Funds, Long Term Disability Funding, Traditional Iras And Roth Iras, Business Owned Life Insurance |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Strategic Wealth Design Email Formats
Strategic Wealth Design uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@strategicwd.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@strategicwd.com | 60% |
{first initial}{last name} | jdoe@strategicwd.com | 40% |
About Strategic Wealth Design
Strategic Wealth Design (SWD) is a financial, insurance and retirement services firm headquartered in Las Vegas, Nevada with clients across the United States. At Strategic Wealth Design, we use a Comprehensive Financial Planning process to help you create a plan that addresses all aspects of your financial life, from protection and cash flow to retirement savings and taxes. We build a holistic view of your entire financial picture, which may be scattered among multiple advisors, institutions and accounts, and then create specific actionable recommendations to help improve your situation. Through working with us, our clients understand how their various financial pieces can be effectively integrated to reduce financial stress and create a high level of financial confidence. Our Products and Services: For Businesses and Business Owners: • Business Financial Planning/Consulting • Business Succession and Exit Planning • Business Insurance Planning • 401(k) and Defined Benefit Retirement Plans • Executive Bonus Plans • Key Employee Retention For Individuals, Executives, and Families: • Financial Planning • Retirement Income Planning • Estate Planning • Wealth Management • Investment Analysis and Management • Life Insurance • Disability Income Insurance • Long Term Care Insurance • College Education Funds (529 Plans) • Fixed Annuities *Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated. *Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Strategic Wealth Design has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Strategic Wealth Design has never raised funding before.
Strategic Wealth Design Tech Stack
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Frequently asked questions
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