HDA Wealth Management

Finance · Ohio, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

3298 Stones Throw Ave, Poland, Ohio, 445...

Phone Number

(330) 980-0741

Revenue

<$5 Million

Industry

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

About HDA Wealth Management

HDA Wealth Management specializes in creating personalized financial strategies through a holistic approach tailored to each client's unique situation. They focus on building long-term partnerships to help clients achieve their financial goals and aspirations, while also considering the legacy they wish to leave for their loved ones. The firm offers various financial calculators and resources to assist clients in understanding their financial needs. Their services are aimed at individuals seeking comprehensive wealth management solutions.Explore more
Popular SearchesHDA Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

HDA Wealth Management Org Chart

PhoneEmail
KH
United States flag for contact location.

Manager, Investment Operations

PhoneEmail
RW
United States flag for contact location.

Manager, Technology & Investment Operations A...

PhoneEmail
MK
United States flag for contact location.

Financial Advisor & Manager, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MD
United States flag for contact location.

Founder & Certified Financial Planner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is HDA Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to HDA Wealth Management

Compare insights from companies similar to HDA Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HDA Wealth Management

<$5M
11-50
Private
-
-
KH
Kara HovanecManager, Investment Operations
<$5M
11-50
Private
-
-
KC
Kelly CoheaBusiness and Operations Consultant
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
DM
Daniel MusterChief Operating Officer
<$5M
11-50
Private
-
-
LB
Lisa BeardDirector, Client Services
<$5M
1-10
Private
-
1960
JF
Jackson FinfrockVice President, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

HDA Wealth Management Tech Stack

A closer look at the technologies used by HDA Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding HDA Wealth Management

What is HDA Wealth Management's official website?
HDA Wealth Management's official website is www.hdawealth.com
What is HDA Wealth Management's Revenue?
HDA Wealth Management's revenue is <$5 Million
What is HDA Wealth Management's SIC code?
HDA Wealth Management's SIC: 62,628
What is HDA Wealth Management's NAICS code?
HDA Wealth Management's NAICS: 52,523
How many employees does HDA Wealth Management have?
HDA Wealth Management has 11-50 employees
What industry does HDA Wealth Management belong to?
HDA Wealth Management is in the industry of: Finance, Securities Trading
What is HDA Wealth Management competition?
HDA Wealth Management top competitors include: Lake Forest Financial Advisors, Queenbridge Capital, Willow House Advisors, JKeithMedia
What technology does HDA Wealth Management use?
Some of the popular technologies that HDA Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact HDA Wealth Management?
HDA Wealth Management contact info: Phone number: (330) 980-0741 Website: www.hdawealth.com
What does HDA Wealth Management do?

HDA Wealth Management specializes in creating personalized financial strategies through a holistic approach tailored to each client's unique situation. They focus on building long-term partnerships to help clients achieve their financial goals and aspirations, while also considering the legacy they wish to leave for their loved ones. The firm offer... s various financial calculators and resources to assist clients in understanding their financial needs. Their services are aimed at individuals seeking comprehensive wealth management solutions.Read More

Is HDA Wealth Management a public company?
HDA Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about HDA Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.