Avant-Garde Wealth

Finance · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Avant-Garde Wealth

Avant-Garde Wealth is a virtual financial planning and investment management firm that specializes in helping professionals in their 20s, 30s, and 40s achieve their financial goals. The firm offers personalized financial guidance, including budgeting, retirement planning, and investment strategies, tailored to the unique needs of its clients. Led by CERTIFIED FINANCIAL PLANNER Sabina Smailhodzic Lewis, Avant-Garde Wealth operates independently, ensuring that client interests are prioritized. With a focus on transparency and education, the firm empowers clients to make informed financial decisions and live life on their own terms.Explore more
Avant-Garde Wealth's Social MediaPopular SearchesAvant-Garde Wealth LLCAvant-Garde WealthSIC Code 62,628NAICS Code 52,523Show more

Avant-Garde Wealth Org Chart

PhoneEmail
SL

Founder & Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avant-Garde Wealth

<$5M
1-10
Private
-
-
SL
Sabina LewisFounder & Financial Planner
<$5M
1-10
Private
-
2022
JS
Jennifer San NicolasAdministrative Assistant
<$5M
1-10
Private
-
1998
SJ
Stefan JacksonFinancial Planner & Portfolio Manager
<$5M
11-50
Private
-
-
Kristi Turchan, Managing Partner at Ascend Wealth Management
Kristi TurchanManaging Partner
<$5M
1-10
Private
-
-
GR
Gregory RychlikDirector, Wealth Management
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Avant-Garde Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Avant-Garde Wealth Tech Stack

A closer look at the technologies used by Avant-Garde Wealth

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Frequently Asked Questions Regarding Avant-Garde Wealth

What is Avant-Garde Wealth's official website?
Avant-Garde Wealth's official website is www.a-gwealth.com
What is Avant-Garde Wealth's Revenue?
Avant-Garde Wealth's revenue is <$5 Million
What is Avant-Garde Wealth's SIC code?
Avant-Garde Wealth's SIC: 62,628
What is Avant-Garde Wealth's NAICS code?
Avant-Garde Wealth's NAICS: 52,523
How many employees does Avant-Garde Wealth have?
Avant-Garde Wealth has 1-10 employees
What industry does Avant-Garde Wealth belong to?
Avant-Garde Wealth is in the industry of: Finance, Securities Trading
What is Avant-Garde Wealth competition?
Avant-Garde Wealth top competitors include: Jackson Wealth Management, Ascend Wealth Management, Focused Mission Financial, Fleurus Investment Advisory
What technology does Avant-Garde Wealth use?
Some of the popular technologies that Avant-Garde Wealth uses are: Google Cloud DNS, Cloudflare CDN, Google Cloud Platform, Google Workspace
What does Avant-Garde Wealth do?

Avant-Garde Wealth is a virtual financial planning and investment management firm that specializes in helping professionals in their 20s, 30s, and 40s achieve their financial goals. The firm offers personalized financial guidance, including budgeting, retirement planning, and investment strategies, tailored to the unique needs of its clients. Led b... y CERTIFIED FINANCIAL PLANNER Sabina Smailhodzic Lewis, Avant-Garde Wealth operates independently, ensuring that client interests are prioritized. With a focus on transparency and education, the firm empowers clients to make informed financial decisions and live life on their own terms.Read More

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

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