JDV Wealth Advisors

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

PO Box 941, Grand Blanc, Michigan, 48480...

Phone Number

(810) 820-7436

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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Feb
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ZI Rank
1
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About JDV Wealth Advisors

JDV Wealth Advisors, LLC. is an independent Registered Investment Advisor based in Michigan, dedicated to providing personalized financial solutions while prioritizing clients' best interests. The firm serves individuals on main street, operating independently from banks, brokers, or insurance companies. JDV employs a fee-based approach and incorporates financial planning alongside insurance solutions when necessary. Their focus is on delivering tailored advice and support to help clients navigate their financial journeys.Explore more
JDV Wealth Advisors's Social MediaPopular SearchesJDV Wealth Advisors LLCWealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

JDV Wealth Advisors Org Chart

PhoneEmail
JV
United States flag for contact location.

Advisor and Chief Compliance Officer

PhoneEmail
KH
United States flag for contact location.

Financial Controller

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JDV Wealth Advisors

<$5M
1-10
Private
-
-
JV
Joe VenegasAdvisor and Chief Compliance Officer
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
-
KC
Kristen CrouthamelFinancial Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
2009
DZ
David ZofnessPresident & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JDV Wealth Advisors Tech Stack

A closer look at the technologies used by JDV Wealth Advisors

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Frequently Asked Questions Regarding JDV Wealth Advisors

What is JDV Wealth Advisors's official website?
JDV Wealth Advisors's official website is www.jdvwealthadvisors.com
What is JDV Wealth Advisors's Revenue?
JDV Wealth Advisors's revenue is <$5 Million
What is JDV Wealth Advisors's SIC code?
JDV Wealth Advisors's SIC: 62,628
What is JDV Wealth Advisors's NAICS code?
JDV Wealth Advisors's NAICS: 52,523
How many employees does JDV Wealth Advisors have?
JDV Wealth Advisors has 1-10 employees
What industry does JDV Wealth Advisors belong to?
JDV Wealth Advisors is in the industry of: Finance, Insurance, Securities Trading
What is JDV Wealth Advisors competition?
JDV Wealth Advisors top competitors include: Wealth Advisory Services, RZA Wealth Management, Compass Retirement Solutions, GCSB Investment Center
What technology does JDV Wealth Advisors use?
Some of the popular technologies that JDV Wealth Advisors uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact JDV Wealth Advisors?
JDV Wealth Advisors contact info: Phone number: (810) 820-7436 Website: www.jdvwealthadvisors.com
What does JDV Wealth Advisors do?

JDV Wealth Advisors, LLC. is an independent Registered Investment Advisor based in Michigan, dedicated to providing personalized financial solutions while prioritizing clients' best interests. The firm serves individuals on main street, operating independently from banks, brokers, or insurance companies. JDV employs a fee-based approach and incorpo... rates financial planning alongside insurance solutions when necessary. Their focus is on delivering tailored advice and support to help clients navigate their financial journeys.Read More

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

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