Via Brio
Financial Services • 
3620 Colonial Blvd, Suite 150, United States • 1-10 Employees
Company overview
| Headquarters | 3620 Colonial Blvd, Suite 150, Fort Myers, FL 33966, US |
| Website | |
| NAICS | 52 |
| Keywords | Coaching, Financial Planning, Investment Management, Behavioral Finance |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contact at Via Brio
Chelsea L. Scomak
CEO - Lifestyle Financial Planner - Advisor Coach
Via Brio Email Formats
Via Brio uses 1 email format. The most common is {first name} (e.g., john@viabrioadvising.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@viabrioadvising.com | 100% |
About Via Brio
Via Brio Advising is a financial planning and practice strategy firm designed for entrepreneurs and advisors who crave ease, clarity, and a life that actually fits. Led by Chelsea Scomak, a CFP® and Behavioral Financial Advisor™ with 13 years of experience and multiple securities + insurance licenses, we take a behavior-first, lifestyle-aligned approach to: ✨ Comprehensive financial planning (MAP: Money Alignment Partnership) 🌴 Practice coaching for financial advisors (Your Paradise Practice) If you’re overwhelmed by money or your business — or both — we help you get clear, confident, and back in control. → Join Off the Ledger, our monthly newsletter for driven entrepreneurial women → Subscribe to Advisor Underground for behind-the-scenes support for advisors www.viabrioadvising.com
Via Brio 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Via Brio has never raised funding before.
United Kingdom
Lithuania
Australia
Frequently asked questions
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