Bluerock Wealth Management
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
3650 Mansell Rd Ste 400, Alpharetta, Geo...Phone Number
(678) 527-2800Website
www.bluerockwealth.comRevenue
$5.2 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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Apr
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Jul
ZI Rank
1
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About Bluerock Wealth Management
Bluerock Wealth Management, located in Alpharetta, Georgia, specializes in personalized financial planning, strategic investing, and proactive tax consulting. As a fiduciary fee-only practice, they prioritize their clients' interests by providing thorough analysis and tailored financial strategies. Their comprehensive approach encompasses the full spectrum of wealth management, ensuring that each client's specific financial goals are met. They aim to help clients save, protect, and grow their wealth through holistic management practices.Explore more
Bluerock Wealth Management Org Chart
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Activity Insights
Bluerock Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Bluerock Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bluerock Wealth Management.
Bluerock Wealth Management financials insights
Gather financial insights about Bluerock Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$121K
Bluerock Wealth Management Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Bluerock Wealth Management is planning to move offices in August 2024. The move will impact approximately 12 employees at the existing office located at 3650 Mansell Road, Suite # 400, Alpharetta, GA.
Facilities Relocation/Expansion
Open Position
Open Position
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Bluerock Wealth Management, located in Alpharetta, Georgia, specializes in personalized financial planning, strategic investing, and proactive tax consulting. As a fiduciary fee-only practice, they prioritize their clients' interests by providing thorough analysis and tailored financial strategies. Their comprehensive approach encompasses the full... Read More
