Impact Wealth Group

Finance · Louisiana, United States · 11-50 Employees

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Overview

Headquarters

2900 Westfork Dr Ste 401, Baton Rouge, L...

Phone Number

(225) 465-5834

Revenue

$7.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Impact Wealth Group

Impact Wealth Group specializes in comprehensive financial planning and investment management, focusing on pre-retirees, public sector employees, and small business owners. They offer services such as tax-smart retirement income planning, strategic tax planning, investment management, and risk management. The company aims to help clients create reliable income strategies for retirement while minimizing tax burdens and ensuring proper insurance coverage. Additionally, they provide support in legacy planning and other financial aspects to help clients take control of their financial future.Explore more
Impact Wealth Group's Social MediaPopular SearchesImpact Wealth Group LLCImpact Wealth GroupSIC Code 62,628NAICS Code 52,523Show more

Impact Wealth Group Org Chart

PhoneEmail
AM
United States flag for contact location.

Chartered Financial Analyst (Cfa)

PhoneEmail
RM
United States flag for contact location.

Founder, Financial & Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Impact Wealth Group

$7.8M
11-50
Private
-
2022
AM
Allen MuellerChartered Financial Analyst (Cfa)
$13.1M
11-50
Private
-
2022
N/A
<$5M
11-50
Private
-
2010
VZ
Valerie ZaffutoManager, Operations & Chief Compliance Officer
<$5M
1-10
Private
-
-
PL
Paul LeddyMiraberg Wealth
<$5M
1-10
Private
-
2004
BF
Bill FustosBusiness & Industry Advisor
<$5M
1-10
Private
-
2022
JT
Joseph TitusVice President, Senior Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Impact Wealth Group Tech Stack

A closer look at the technologies used by Impact Wealth Group

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Frequently Asked Questions Regarding Impact Wealth Group

What is Impact Wealth Group's official website?
Impact Wealth Group's official website is www.impactwg.com
What is Impact Wealth Group's Revenue?
Impact Wealth Group's revenue is $7.8 Million
What is Impact Wealth Group's SIC code?
Impact Wealth Group's SIC: 62,628
What is Impact Wealth Group's NAICS code?
Impact Wealth Group's NAICS: 52,523
How many employees does Impact Wealth Group have?
Impact Wealth Group has 11-50 employees
What industry does Impact Wealth Group belong to?
Impact Wealth Group is in the industry of: Finance, Securities Trading
What is Impact Wealth Group competition?
Impact Wealth Group top competitors include: Millennium Planning Group, Miraberg, Omni 360 Advisors, Bio-consult Adivsors
What technology does Impact Wealth Group use?
Some of the popular technologies that Impact Wealth Group uses are: WordPress.org, PHP, Google Font API, Calendly
How do I contact Impact Wealth Group?
Impact Wealth Group contact info: Phone number: (225) 465-5834 Website: www.impactwg.com
What does Impact Wealth Group do?

Impact Wealth Group specializes in comprehensive financial planning and investment management, focusing on pre-retirees, public sector employees, and small business owners. They offer services such as tax-smart retirement income planning, strategic tax planning, investment management, and risk management. The company aims to help clients create rel... iable income strategies for retirement while minimizing tax burdens and ensuring proper insurance coverage. Additionally, they provide support in legacy planning and other financial aspects to help clients take control of their financial future.Read More

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

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