Gardens Wealth Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

4440 Pga Blvd Ste 201, West Palm Beach, ...

Phone Number

(561) 472-8478

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 Gardens Wealth Management

Gardens Wealth Management is a financial advisory firm that focuses on nurturing refined financial growth for its clients, managing over $6 billion in assets. Founded by Michael J. Cowan in 2009, the firm emphasizes a relationship-driven approach, combining market insight with personal attention to meet clients' unique financial needs. The diverse team of advisors is dedicated to providing clarity and transparency in their investment strategies. Recognized as one of the 2025 Forbes Best-in-State Wealth Management Teams, they cater to families seeking empathetic and committed financial guidance.Explore more
Gardens Wealth Management's Social MediaPopular SearchesGardens Wealth ManagementGardens WealthGardens Wealth Management CorpSIC Code 62,628NAICS Code 52,523Show more

Gardens Wealth Management Org Chart

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FR
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Managing Director

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MC
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Managing Principal and Senior PIM Portfolio M...

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Portfolio Administrator

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Partner, Senior Financial Advisor

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WB
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Financial Advisor

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PF
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Senior Financial Advisor

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Senior Financial Advisor

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Senior Financial Advisor

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Financial Advisor

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Financial, Cdfa Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gardens Wealth Management

<$5M
11-50
Private
-
-
FR
Felix RosadoManaging Director
<$5M
11-50
Private
-
-
BV
Bradley VineyardManaging Director. CEO. Partner
<$5M
1-10
Private
-
2021
Dana Pollard, Chief Executive Officer & Principal at Lumitas Wealth Strategies
Dana PollardCEO & Principal
<$5M
1-10
Private
-
2016
HH
Heather HelmsPortfolio Administrator
<$5M
1-10
Private
-
2021
JP
Jacob PentzSenior Relationship Manager
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Gardens Wealth Management Tech Stack

A closer look at the technologies used by Gardens Wealth Management

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Frequently Asked Questions Regarding Gardens Wealth Management

What is Gardens Wealth Management's official website?
Gardens Wealth Management's official website is www.gardenswm.com
What is Gardens Wealth Management's Revenue?
Gardens Wealth Management's revenue is <$5 Million
What is Gardens Wealth Management's SIC code?
Gardens Wealth Management's SIC: 62,628
What is Gardens Wealth Management's NAICS code?
Gardens Wealth Management's NAICS: 52,523
How many employees does Gardens Wealth Management have?
Gardens Wealth Management has 11-50 employees
What industry does Gardens Wealth Management belong to?
Gardens Wealth Management is in the industry of: Finance, Securities Trading
What is Gardens Wealth Management competition?
Gardens Wealth Management top competitors include: TrueJourney, Lumitas Wealth Strategies, Finteris Wealth Management, Transitions Wealth Management
What technology does Gardens Wealth Management use?
Some of the popular technologies that Gardens Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, Daily, jQuery
How do I contact Gardens Wealth Management?
Gardens Wealth Management contact info: Phone number: (561) 472-8478 Website: www.gardenswm.com
What does Gardens Wealth Management do?

Gardens Wealth Management is a financial advisory firm that focuses on nurturing refined financial growth for its clients, managing over $6 billion in assets. Founded by Michael J. Cowan in 2009, the firm emphasizes a relationship-driven approach, combining market insight with personal attention to meet clients' unique financial needs. The diverse... team of advisors is dedicated to providing clarity and transparency in their investment strategies. Recognized as one of the 2025 Forbes Best-in-State Wealth Management Teams, they cater to families seeking empathetic and committed financial guidance.Read More

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

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