Wealth Enhancement Group
Financial Services • 
Bradenton, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 1001 3rd Ave W #450, Bradenton, Florida 34205, US |
| Phone number | +19417781900 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisors, Investment Planning, Wealth Management, Retirement Planning, Wealth Advisors, Financial Planner, Financial Planning, Investment Management, Retirement Services, Social Security Planning, Investment Advisors, Wealth Managers |
| Employees | 11-20 |
| Socials |
Key Contacts at Wealth Enhancement Group
Brandon Hegg
Sr. Director - Growth & Practice Consulting
Lea Simon
Director Of Investment Manager Research
Wealth Enhancement Group Email Formats
Wealth Enhancement Group uses 1 email format. The most common is {first name} (e.g., john@integracapitaladvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@integracapitaladvisors.com | 100% |
About Wealth Enhancement Group
Integra Capital Advisors purpose is to enable people to live fulfilling lives, with confidence of achieving their goals. We do this through a structured, yet personalized, approach to financial and retirement income planning, as well as providing investment management services. Tom Breiter founded Integra Capital Advisors in 1992. Originally known as Breiter Capital Management, our name changed in 2018 to reflect our expanded team and office locations in Bradenton and Bonita Springs, Florida. Our slogan is “Your Life, Your Wealth” which communicates our view that our clients’ assets are a tool to help them reach their financial and life objectives. Everyone will experience change and transitions in their life and a sound plan will help reduce the stress and increase the chances of success when life’s uncertainties come around. Our experienced team will listen, understand your priorities, and suggest actions to keep your finances on track.
Wealth Enhancement Group revenue & valuation
| Annual revenue | $1,000,000 |
| Revenue per employee | $84,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wealth Enhancement Group has 15 employees across 3 departments.
Departments
Number of employees
Funding Data
Wealth Enhancement Group has never raised funding before.
Wealth Enhancement Group Tech Stack
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