Vizionary Wealth Management
Financial Services • 
Wilmington, Delaware, United States • 11-20 Employees
Company overview
| Headquarters | 1020 W 18th St, Wilmington, Delaware 19802, US |
| Phone number | +13026359400 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 11-20 |
| Socials |
Key Contact at Vizionary Wealth Management
Brielle Colbert
Director Of Client Services
Vizionary Wealth Management Email Formats
Vizionary Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@vizionarywealth.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@vizionarywealth.com | 80% |
{first initial}{last name} | jdoe@vizionarywealth.com | 20% |
About Vizionary Wealth Management
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Vizionary Wealth Management, we strive to create a personalized financial roadmap that guides you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance. Advisory services offered through WealthPlan Investment Management. WealthPlan Investment Management and Vizionary Wealth Management are separate entities. Please visit our website for full disclosures. Third-party comments may not be representative of all customer experiences.
Vizionary Wealth Management revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Vizionary Wealth Management has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Vizionary Wealth Management has never raised funding before.
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