WealthFD
Financial Services • 
Whitemarsh, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 555 E North Ln, Suite 6075, Conshohocken, Pennsylvania 19428, US |
| Website | |
| NAICS | 52 |
| Employees | 11-20 |
Key Contact at WealthFD
Rose Defrank
Director Of Financial Planning
WealthFD Email Formats
WealthFD uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@wealthfd.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wealthfd.com | 100% |
About WealthFD
WealthFD is a visionary wealth management firm renowned for our unwavering commitment to skill, innovation, and out-of-the-box strategies. However, what we value most is our distinguished reputation among clients for our unwavering integrity, utmost respect, and unwavering trust. All financial planning and investment management functions are Fiduciary and Fee-Only.
WealthFD revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
WealthFD has 7 employees across 1 departments.
Departments
Number of employees
Funding Data
WealthFD has never raised funding before.
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