Wealth Advocate Group
Financial Services • 
Beachwood, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 3750 Park East Dr, Suite 200, Beachwood, Ohio 44122, US |
| Phone number | +14405055578 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Business Succession Planning, Estate Planning, Income Tax Planning, Equity Compensation Planning, Financial Independence Planning, Portfolio And Asset Allocation Management, Employer Sponsored Retirement Plan Advice |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Wealth Advocate Group
Dave Thorne
Ceo & Certified Financial Planner™
Wealth Advocate Group Email Formats
Wealth Advocate Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthadvocategroup.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthadvocategroup.com | 75% |
{first name}{last name} | johndoe@wealthadvocategroup.com | 25% |
About Wealth Advocate Group
At Wealth Advocate Group we take a meticulous approach to every detail that can impact your financial life. We are concerned first and foremost with delivering deep value and a caring-first approach that is often unexpected. Our collective experience has shown us that when we deliver more than people expect, we are better positioned to increase the probability of their success. As CERTIFIED FINANCIAL PLANNERS™, we are committed to a planning-first philosophy for clients that always includes education and transparency. When clients have clarity and understanding about their financial picture and how their money is being invested, they are likely to make better long-term decisions. Our approach is designed to educate, strategize, protect, monitor and implement for our clients through a consistent and high level of expertise, empathy, and thought. As fiduciaries, we act in your best interest on a continuous basis. Our goal is to design, implement, and monitor a custom-tailored financial plan and investment portfolio through our deep bench of services and expertise. We help our clients work towards financial independence on their terms.
Wealth Advocate Group revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth Advocate Group has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Wealth Advocate Group has never raised funding before.
Wealth Advocate Group Tech Stack
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