WealthCharter Retirement Planning + Tax
Investment Management • 
Ankeny, Iowa, United States • 1-10 Employees
Company overview
| Headquarters | 1250 SW State Street, Suite E, Ankeny, IA 50265, US |
| Phone number | +18665314037 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Financial Planning, Tax Management, Investment Strategies, Sound Investing Principles |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at WealthCharter Retirement Planning + Tax
Tim Hawkins
President/Owner
WealthCharter Retirement Planning + Tax Email Formats
WealthCharter Retirement Planning + Tax uses 2 email formats. The most common is {first initial} (e.g., j@wealthcharterretirement.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthcharterretirement.com | 71.4% |
{first name} | john@wealthcharterretirement.com | 28.6% |
About WealthCharter Retirement Planning + Tax
WealthCharter specializes in simplifying wealth for those who have accumulated or are building significant assets, value expert advice, and don't have the time to effectively manage their finances. With our comprehensive financial and tax planning expertise, your wealth will be managed with your best interest in mind so you can confidently focus on what truly matters: your family, career, and retirement. “Securities offered through registered representatives of Integrity Alliance, LLC (Integrity Wealth). Member SIPC. Investment advisory services offered through LexAurum Advisors, LLC, a registered investment advisor. Integrity Wealth, LexAurum Advisors LLC, and WealthCharter Retirement Planning are not affiliated companies.”
WealthCharter Retirement Planning + Tax revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
WealthCharter Retirement Planning + Tax has never raised funding before.
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