Well-Being Wealth Strategies
Financial Services • 
Minneapolis, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 920 2nd Avenue South, Suite 1100, Minneapolis, MN 55402, US |
| Phone number | +16127462348 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Strategies, Investing Strategies, Life Insurance Protection, Disability Income Protection, Savings Strategies, Financial Planning Review, Employee & Executive Benefits Planning |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Well-Being Wealth Strategies
Allyson Peltier
Director Of Operations
Well-Being Wealth Strategies Email Formats
Well-Being Wealth Strategies uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@well-beingwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@well-beingwealth.com | 100% |
About Well-Being Wealth Strategies
Based in Minneapolis, Well-Being Wealth Strategies is a specialty financial planning firm that helps medical & dental professionals, entrepreneurs, families & individuals across the country build financial plans tailored to each unique situation. The design and implementation of financial strategies is different for everyone, but the end result is always the same: financial security with improved overall financial balance. We help you protect your future and grow your wealth, so you can lead a financially confident life at any stage in your career. Financial planning is a process that takes navigation and transparency. With our team of professionals and strategic alliances, we are here to guide you one step at a time. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 920 2ND AVENUE SOUTH SUITE 1100 MINNEAPOLIS, MN 55402, (612) 746-2200. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Well-Being Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. MN Insurance License #20538279, AR Insurance License #8555982, CA Insurance License #0l10178. 2021-126913 Exp 09/2023
Well-Being Wealth Strategies revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Well-Being Wealth Strategies has never raised funding before.
Well-Being Wealth Strategies Tech Stack
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Frequently asked questions
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