Strategic Wealth Group Revenue
Financial Services • 
Tallahassee, Florida, United States • 11-20 Employees
Strategic Wealth Group 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 |
Key Contacts at Strategic Wealth Group
John W. Lentz
Financial Representative, Owner
Ted Welch
Strategic Wealth Group / Owner
Company overview
| Headquarters | 401 E Virginia St, Tallahassee, Florida 32301, US |
| Phone number | +18505629075 |
| Website | |
| NAICS | 52 |
| Founded | 1990 |
| Employees | 11-20 |
Strategic Wealth Group Email Formats
Strategic Wealth Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Strategic Wealth Group
Our firm specializes in helping individuals develop sound retirement strategies. We serve clients in 31 states around the country. Our team offers over 75 combined years of experience assisting individuals and business owners protect, grow, enjoy and transfer their wealth. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and help take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3664 COOLIDGE CT., TALLAHASSEE FL, 32311, 850-562-9075. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. STRATEGIC WEALTH GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0I81238, AR Insurance License Number - 515560. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information 2022-145747 10/24
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Strategic Wealth Group has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Strategic Wealth Group has never raised funding before.
Strategic Wealth Group Tech Stack
Discover the technologies and tools that power Strategic Wealth Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
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Security
JavaScript libraries
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Hosting
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
Belgium
Germany
Spain
Australia
Saudi Arabia
Frequently asked questions
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