Cahaba Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Alabama, United States · 11-50 Employees
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Overview
Headquarters
3800 Colonnade Pkwy Ste 240, Birmingham,...Phone Number
(205) 588-5167Website
www.cahabawealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Cahaba Wealth Management
Cahaba Wealth Management is an independent, fee-only investment advisory firm based in Atlanta, GA, with additional offices in Birmingham, AL, and Nashville, TN. The firm provides personalized financial planning and investment management services tailored to the needs of individuals, families, business owners, corporate executives, and institutions. Their client-centric approach emphasizes building long-term relationships and implementing customized strategies that align with clients' specific goals and values. Cahaba Wealth Management operates with a fiduciary responsibility, ensuring that they always act in the best interest of their clients.Explore more
Cahaba Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Cahaba Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cahaba Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cahaba Wealth Management.
Cahaba Wealth Management financials insights
Gather financial insights about Cahaba Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Cahaba Wealth Management Tech Stack
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Most Recent Scoops
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Facilities Relocation / Expansion
Cahaba Wealth Management is planning to move its offices in June 2021. The move will impact employees at their existing office located at 1033 Demonbreun Street, Suite 300, Nashville, TN.
Real Estate
Funding
Cahaba Wealth Management has received an SBA PPP loan for $150,000 from BBVA USA, supporting the retention of 11 jobs.
Funding
Cahaba Wealth Management News & Media
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Cahaba Wealth Management is an independent, fee-only investment advisory firm based in Atlanta, GA, with additional offices in Birmingham, AL, and Nashville, TN. The firm provides personalized financial planning and investment management services tailored to the needs of individuals, families, business owners, corporate executives, and institutions... Read More
