Young Wealth Management

Financial Services • Worthington, Ohio, United States • 11-20 Employees

Company overview

Headquarters	Worthington, Ohio, United States
Phone number	+16144308383
Website	young-wm.com
NAICS	52
SIC	628
Keywords	Comprehensive Financial Planning, Wealth Preservation, Private Wealth Management
Founded	2013
Employees	11-20
Socials

Key Contacts at Young Wealth Management

Kimberly Wells

Owner, Certified Financial Planner™

Jonathan Cosner

Director Of Operations

Danielle Noday

Director Of Client Services

Young Wealth Management Email Formats

Young Wealth Management uses 4 email formats. The most common is {first initial} (e.g., j@young-wm.com), used 33.3% of the time.

Format	Example	Percentage
{first initial}	j@young-wm.com	33.3%
{first name}{last name}	johndoe@young-wm.com	33.3%
{first initial}{last name}	jdoe@young-wm.com	25%
{first name}	john@young-wm.com	8.3%

About Young Wealth Management

Young Wealth Management specializes in retirement planning for the greater Columbus area. We are a comprehensive wealth and retirement planning firm dedicated to guiding you to and through your retirement years. We make it a mission to protect your past, lead you through the present, and put a solid plan in place so that you are prepared for your future. We understand that each client has a unique situation along with different aspirations and goals; that is why we pride ourselves in being able to provide independent advice and tailored plans to fit your needs. We also believe in educating our clients to ensure they understand how a strategy works before implementing anything on their behalf. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Young Wealth Management revenue & valuation

Annual revenue	$17,000,000
Revenue per employee	$1,415,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$54,400,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Young Wealth Management has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Young Wealth Management has never raised funding before.

Young Wealth Management Tech Stack

Discover the technologies and tools that power Young Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

SiteGround

Hosting

Vimeo

Video players

Hello Elementor

WordPress themes

Elementor

Page builders

Wistia

Video players

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Young Wealth Management is located in Worthington, Ohio, US.

You can reach Young Wealth Management at +16144308383.

Young Wealth Management was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Young Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.