Wealth Manager
Financial Services • 
Msunduzi, KwaZulu-Natal, South Africa • 1-10 Employees
Company overview
| Headquarters | North View, 8 Bush Shrike Close, Victoria Country Club, 170 Peter Brown Drive, Montrose, Pietermaritzburg, KwaZulu Natal 3201, ZA |
| Phone number | +27824140004 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Private Wealth Management, Asset Protection, Financial Planning, Estate Planning, Investment Management, Business Assurance, Pre And Post Retirement Planning, Pension And Provident Funds, Corporate Retirement Funds, Discretionary Investments |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Key Contact at Wealth Manager
Jonathan Moodie
Chief Executive Officer
Wealth Manager Email Formats
Wealth Manager uses 2 email formats. The most common is {first initial} (e.g., j@wealthmanager.co.za), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthmanager.co.za | 50% |
{first name} | john@wealthmanager.co.za | 50% |
About Wealth Manager
Creating. Managing. Preserving Wealth. Wealth is more than just money, and means something different to every individual. Wealth Manager is a boutique Financial Planning and Investment Management Company based in Pietermaritzburg, Kwa-Zulu Natal and is committed to meeting the individual needs of our clients nationally. We partner with our clients to define what ‘wealth’ means to them, and then create the most suitable solution and manage it moving forward to preserve their wealth. Wealth Manager has successfully partnered both private and corporate clients in their mission to achieve their financial goals through this process of creation, management and preservation. These successful partnerships have been a result of a culmination of financial planning, tax planning, investment management and estate planning skills and expertise gathered over the past 27 years.
Wealth Manager revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth Manager has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Wealth Manager has never raised funding before.
Wealth Manager Tech Stack
Discover the technologies and tools that power Wealth Manager's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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