Swad Wealth Management Revenue
Financial Services • 
Santa Rosa, California, United States • 1-10 Employees
Swad Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at Swad Wealth Management
Zack Swad
President, Wealth Manager
Company overview
| Headquarters | 100 Stony Point Rd, Suite 244, Santa Rosa, CA 95401, US |
| Phone number | +17078991010 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Tax Planning, Wealth Management, Retirement Planning, Financial Planning, Retirement Income Planning |
| Founded | 2022 |
| Employees | 1-10 |
Swad Wealth Management Email Formats
Swad Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@swadwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@swadwealth.com | 100% |
About Swad Wealth Management
Swad Wealth Management specializes in retirement planning for people age 50+. On the surface level, I help people with their financial planning and investment management needs. But, in a way, retirement planning is kind of dumb.. At the least the way that most advisors do it right now. The idea of waiting until some arbitrary age to pursue your true passions and enjoy life while stopping all meaningful work all at the same time doesn't really make sense. That's why I'm different. I guide people through a process to help them get crystal clear on their vision of their most ideal life. We determine what might get in the way and find solutions to those things. Then, and only then, do I create a financial plan that is specific to them and has those hopes, dreams, and goals as the foundation of their plan. I want a plan that will help impact their lives for the better today while still preparing for tomorrow. People usually come to me because they feel burnt out at their jobs or business or because they are getting near retirement and are anxious about it, both for financial reasons and personal reasons such as social connections. They're successful and have grown their wealth and made a lot of good financial decisions. However, they're concerned about making a big change because of the money and because a big change can be quite daunting. At the same time, because their lives are so busy and hectic, they don't have the bandwidth or energy to figure it all out on their own. I started Swad Wealth Management because I want people to feel financially confident so they can live their most ideal lives, their "dream retirement" so to speak, sooner rather than later. Check out my eBook, "15 Retirement Planning Tips for People Age 50+," which can be downloaded for free on my website: www.swadwealth.com. I started this company after being with a Fortune 500 brokerage firm for the past almost 11 years, where I managed a practice of around $800 million.
Employees by Management Level
Total employees: 1-10
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Employees
Funding Data
Swad Wealth Management has never raised funding before.
Swad Wealth Management Tech Stack
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