Wealthview Capital
Investment Management • 
Jackson, Mississippi, United States • 1-10 Employees
Company overview
| Headquarters | 4500 I-55 North, Suite 263, Jackson, MS 39211, US |
| Phone number | +1701306508 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Asset Management, 401(K)-403(B) Consulting, High Net Worth Consulting, Independent Fiduciary Consulting, Low Cost Investment Strategies |
| Employees | 1-10 |
| Socials |
Key Contacts at Wealthview Capital
Sam Taylor
Founder And Ceo
Austin Hurt
Director Of Client Services
Wealthview Capital Email Formats
Wealthview Capital uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthviewcapital.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthviewcapital.com | 50% |
{first name}{last name} | johndoe@wealthviewcapital.com | 50% |
About Wealthview Capital
Wealthview Capital, LLC is an independent, fee-only, registered investment advisory firm with offices in Jackson, Mississippi and New Orleans, Louisiana. We offer asset management, planning and consulting services to individuals, corporations, institutions, trusts, endowments and foundations. Wealthview is committed to helping our clients achieve their unique goals through intelligent, yet low cost, wealth accumulation, preservation and distribution strategies. We strive to deliver customized, client-focused solutions in an atmosphere of mutual trust, open communication and personal service delivered by a team of experienced, dedicated professionals. Wealthview serves a broad array of clients throughout the United States.
Wealthview Capital revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealthview Capital has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Wealthview Capital has never raised funding before.
Wealthview Capital Tech Stack
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