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) 527-2800

Revenue

$5.2 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Bluerock Wealth Management Org Chart

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Lesley Murray, Chief Operating Officer at Bluerock Wealth Management
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Chief Operating Officer

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bluerock Wealth Managemen...

$5.2M
1-10
Private
<$5M
2001
Lesley Murray, Chief Operating Officer at Bluerock Wealth Management
Lesley MurrayChief Operating Officer
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
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Bluerock Wealth Management Tech Stack

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Frequently Asked Questions Regarding Bluerock Wealth Management

What is Bluerock Wealth Management's official website?
Bluerock Wealth Management's official website is www.bluerockwealth.com
What is Bluerock Wealth Management's Revenue?
Bluerock Wealth Management's revenue is $5.2 Million
What is Bluerock Wealth Management's SIC code?
Bluerock Wealth Management's SIC: 62,628
What is Bluerock Wealth Management's NAICS code?
Bluerock Wealth Management's NAICS: 52,523
How many employees does Bluerock Wealth Management have?
Bluerock Wealth Management has 1-10 employees
What industry does Bluerock Wealth Management belong to?
Bluerock Wealth Management is in the industry of: Finance, Securities Trading
What is Bluerock Wealth Management competition?
Bluerock Wealth Management top competitors include: Dowd Financial Group
What companies has Bluerock Wealth Management acquired?
Bluerock Wealth Management has acquired the companies: Hightower Naples, The Bahnsen Group, Valley Financial Group
What technology does Bluerock Wealth Management use?
Some of the popular technologies that Bluerock Wealth Management uses are: Proofpoint, AppRiver, Eploy, Engage ATS
How do I contact Bluerock Wealth Management?
Bluerock Wealth Management contact info: Phone number: (678) 527-2800 Website: www.bluerockwealth.com
What does Bluerock Wealth Management do?

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.Read More

What are Bluerock Wealth Management social media links?
Bluerock Wealth Management Linkedin page Bluerock Wealth Management Twitter page Bluerock Wealth Management Facebook page
Who invested in Bluerock Wealth Management?
Bluerock Wealth Management has 3 investors including Hightower, PPP and PPP.
Is Bluerock Wealth Management a public company?
Bluerock Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Bluerock Wealth Management

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