Wealth Arena - Private Wealth Advisors Revenue
Financial Services • 
Melbourne, Victoria, Australia • 1-10 Employees
Wealth Arena - Private Wealth Advisors revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contacts at Wealth Arena - Private Wealth Advisors
Joseph Cardamone
Director, Private Wealth Advisor
Herman Lombard
Senior Financial Adviser / Co-Owner / Director
Company overview
| Headquarters | Suite 2, Level 8 - 140 Bourke St, Melbourne, VIC 3000, AU |
| Phone number | +6140690654254 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Investments, Superannuation, Retirement Planning, Insurance, Smsf, Transition To Retirement, Debt Reduction Strategies, Growing & Managing Wealth |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Wealth Arena - Private Wealth Advisors Email Formats
Wealth Arena - Private Wealth Advisors uses 3 email formats. The most common is {first initial} (e.g., j@wealtharena.com.au), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealtharena.com.au | 50% |
{first initial}{last name} | jdoe@wealtharena.com.au | 25% |
{first name}{last name} | johndoe@wealtharena.com.au | 25% |
About Wealth Arena - Private Wealth Advisors
Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management. The firm serves the needs of accomplished clients and guides them toward integrated wealth management solutions. Our integrated approach to wealth management means we: • Evaluate and coordinate investors’ life needs and financial goals • Manage investments and superannuation assets • Develop protection strategies to ensure the foundations of wealth are not compromised • Execute strategies to achieve specific goals This process gives our clients a clear understanding of where they are financially versus where they are headed. Whatever the market environment, we engage our clients in collaborative, in-depth discussion to gain clear understanding and develop integrated solutions. Many of our clients want to grow and protect their wealth as they prepare for retirement. Some seek strategies to transfer wealth to their family or business partners, or protect their financial position if life creates some challenges. Our goal is to help clients achieve these goals through long-term relationships based on trust, that provides our clients with peace of mind and time to pursue their passions. Wealth Arena - Plan | Protect | Prosper Wealth Arena Pty Ltd is an Authorised Representative of Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995 AFSL 230323 Arena of Wealth Pty Ltd t/as Wealth Arena is an Authorised Representative of Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995 AFSL 230323 General Advice Warning & Privacy Policy:- www.wealtharena.com.au/disclaimers
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth Arena - Private Wealth Advisors has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Wealth Arena - Private Wealth Advisors has never raised funding before.
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