Universal Wealth
Financial Services • 
15282 W Brookside Ln, Building B, United States • 101-200 Employees
Company overview
| Headquarters | 15282 W Brookside Ln, Building B, Unit 118, Surprise, Arizona 85374, US |
| Phone number | +18006065421 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services, Asset Protection, Tax Services, Retirement Planning, Financial Planning, Estate Planning, Wealth Planning, Whole Life, Tax Strategies, Indexed Universal Life, Fixed Indexed Annuities, Myga'S |
| Employees | 101-200 |
| Socials |
Key Contacts at Universal Wealth
Reed Austin
Director
Jayson Bove
Co-Founder & Chief Distribution Officer
Steven P.
License Financial Professional/Agency Owner
Shannon Zavala
Field Marketing Director
Vivian Villalobos
Co-Founder / Cfo
Kristyn Heisler
Co-Founder
Cera Gyder
Director Of Contracting
Universal Wealth Email Formats
Universal Wealth uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@wealthenhancement.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wealthenhancement.com | 85.7% |
{first name} | john@wealthenhancement.com | 14.3% |
About Universal Wealth
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nation's foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealth's innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andre's thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Universal Wealth revenue & valuation
| Annual revenue | $11,500,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $36,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Universal Wealth has 73 employees across 9 departments.
Departments
Number of employees
Funding Data
Universal Wealth has never raised funding before.
Universal Wealth Tech Stack
Discover the technologies and tools that power Universal Wealth's digital infrastructure, from frameworks to analytics platforms.
Security
JavaScript libraries
JavaScript libraries
Miscellaneous
CDN
Font scripts
JavaScript libraries
Font scripts
Page builders
China
Australia
Antigua and BarbudaFrequently asked questions
4.8
40,000 users
