Wealth Empowerment Financial Strategies
Financial Services • 
Boca Raton, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 2424 N Federal Hwy, 400, Boca Raton, Florida 33431, US |
| Phone number | +15613921011 |
| Website | |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 11-20 |
Key Contacts at Wealth Empowerment Financial Strategies
Eric Lyon
Senior Managing Partner; Branch Owner
Tom Holly
Registered Investment Advisor, Branch Owner
Kerry Hoffman
Senior Managing Director, Investments
Steve Maurer
Senior Managing Director
Matthew Harris
Managing Director, Investments
Wealth Empowerment Financial Strategies Email Formats
Wealth Empowerment Financial Strategies uses 3 email formats. The most common is {first initial} (e.g., j@wealthempowermentfs.com), used 81.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthempowermentfs.com | 90.9% |
{first name} | john@wealthempowermentfs.com | 9.1% |
About Wealth Empowerment Financial Strategies
Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Empowerment Financial Solutions and any other entity listed herein are not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Working together, we will help you develop and implement a plan designed specifically with your unique needs and financial goals in mind. As your financial partner, your priorities are also our priorities. We’ll be there every step of the way to help you grow, protect and enjoy your wealth.
Wealth Empowerment Financial Strategies revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wealth Empowerment Financial Strategies has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
Wealth Empowerment Financial Strategies has never raised funding before.
Wealth Empowerment Financial Strategies Tech Stack
Discover the technologies and tools that power Wealth Empowerment Financial Strategies's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Netherlands
Denmark
Canada
Frequently asked questions
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