APD Wealth Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

11140 Highway 55 Ste D, Plymouth, Minnes...

Phone Number

(952) 541-0020

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About APD Wealth Management

APD Wealth Management is an independent financial advisory firm located in Plymouth, MN, specializing in retirement planning and wealth management for individuals, families, and small businesses. The company offers a comprehensive range of services including investment, estate planning, insurance, and tax strategies, focusing on the three phases of wealth: accumulation, preservation, and distribution. Their team of experienced professionals provides customized investment recommendations tailored to each client's specific goals, free from the constraints of proprietary products. APD Wealth Management is dedicated to educating clients and simplifying the complexities of financial planning.Explore more
APD Wealth Management's Social MediaPopular SearchesApd Wealth ManagementAPD Wealth Management LLCApd Financial Services LLCFinancial Services LLCApd CoSIC Code 62,628NAICS Code 52,523Show more

APD Wealth Management Org Chart

PhoneEmail
GH
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President & Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

APD Wealth Management

<$5M
1-10
Private
-
2001
GH
Gregory HansonPresident & Owner
<$5M
11-50
Private
<$5M
2004
MS
Margaret SaulonChief Administrative Officer
<$5M
11-50
Private
-
2003
AM
Amy MuellerDirector, Marketing & Graphic Designer
<$5M
11-50
Private
-
-
CR
Caden RussellChief Operations Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

APD Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

APD Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about APD Wealth Management.

APD Wealth Management Tech Stack

A closer look at the technologies used by APD Wealth Management

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Frequently Asked Questions Regarding APD Wealth Management

What is APD Wealth Management's official website?
APD Wealth Management's official website is www.apdwealth.com
What is APD Wealth Management's Revenue?
APD Wealth Management's revenue is <$5 Million
What is APD Wealth Management's SIC code?
APD Wealth Management's SIC: 62,628
What is APD Wealth Management's NAICS code?
APD Wealth Management's NAICS: 52,523
How many employees does APD Wealth Management have?
APD Wealth Management has 1-10 employees
What industry does APD Wealth Management belong to?
APD Wealth Management is in the industry of: Finance, Securities Trading
What is APD Wealth Management competition?
APD Wealth Management top competitors include: Diversified Investment Services are, Dynasty Advisors, Western Wealth Advisors, La Pointe Wealth Management
What technology does APD Wealth Management use?
Some of the popular technologies that APD Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact APD Wealth Management?
APD Wealth Management contact info: Phone number: (952) 541-0020 Website: www.apdwealth.com
What does APD Wealth Management do?

APD Wealth Management is an independent financial advisory firm located in Plymouth, MN, specializing in retirement planning and wealth management for individuals, families, and small businesses. The company offers a comprehensive range of services including investment, estate planning, insurance, and tax strategies, focusing on the three phases of... wealth: accumulation, preservation, and distribution. Their team of experienced professionals provides customized investment recommendations tailored to each client's specific goals, free from the constraints of proprietary products. APD Wealth Management is dedicated to educating clients and simplifying the complexities of financial planning.Read More

What are APD Wealth Management social media links?
APD Wealth Management Linkedin page
Is APD Wealth Management a public company?
APD Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about APD Wealth Management

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