CBD Wealth

Finance · Louisiana, United States · 11-50 Employees

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Overview

Headquarters

3000 21st St, Metairie, Louisiana, 70002...

Phone Number

(504) 309-6911

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
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1

About CBD Wealth

CBD Wealth Management coordinates the financial affairs of a select group of families and businesses across the Gulf Coast. With our background in the legal, banking and financial services industries, our team is uniquely qualified to create a clear strategy for pursuing your financial goals. CBD Wealth is a full service, financial advisory firm, utilizing various resources to implement our financial strategies.Explore more
CBD Wealth's Social MediaPopular SearchesCBD WealthCBD Wealth ManagementComeaux Bond Daigle LLCDjohnklc Holdings LLCBeacon Pointe AdvisorsSIC Code 62,628NAICS Code 52,523Show more

CBD Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CBD Wealth

$5.7M
11-50
Private
<$5M
2004
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
2016
AZ
Anita ZhuChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
AB
Anita BoehmOffice Manager, Operations
<$5M
1-10
Private
-
2020
AT
Ashley TateDirector, Client Experience & Operations Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

CBD Wealth financials insights

Gather financial insights about CBD Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All CBD Wealth's Financials Insights

CBD Wealth Tech Stack

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Frequently Asked Questions Regarding CBD Wealth

What is CBD Wealth's official website?
CBD Wealth's official website is www.cbdwealth.com
What is CBD Wealth's Revenue?
CBD Wealth's revenue is $5.7 Million
What is CBD Wealth's SIC code?
CBD Wealth's SIC: 62,628
What is CBD Wealth's NAICS code?
CBD Wealth's NAICS: 52,523
How many employees does CBD Wealth have?
CBD Wealth has 11-50 employees
What industry does CBD Wealth belong to?
CBD Wealth is in the industry of: Finance, Securities Trading
What is CBD Wealth competition?
CBD Wealth top competitors include: WealthSpring, Compass Retirement Solutions, Natoli Wealth Management, Quantis Wealth Management
What technology does CBD Wealth use?
Some of the popular technologies that CBD Wealth uses are: WordPress.org, PHP, Microsoft 365, GoDaddy DNS
How do I contact CBD Wealth?
CBD Wealth contact info: Phone number: (504) 309-6911 Website: www.cbdwealth.com
What does CBD Wealth do?

CBD Wealth Management coordinates the financial affairs of a select group of families and businesses across the Gulf Coast. With our background in the legal, banking and financial services industries, our team is uniquely qualified to create a clear strategy for pursuing your financial goals. CBD Wealth is a full service, financial advisory firm, u... tilizing various resources to implement our financial strategies.Read More

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

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