Lightbulb Wealth Management
Finance · Australia · 1-10 Employees
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Overview
Headquarters
999 Nepean Hwy, Moorabbin, Victoria, 318...Phone Number
+61 1300823965Website
www.lightbulbwealth.com.auRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lightbulb Wealth Management
Lightbulb Wealth Management offers personalized advice and holistic financial solutions, focusing on private wealth management, investment advice, and estate planning. The firm serves a diverse clientele, including professional athletes, and emphasizes integrity and collaborative client engagement. With extensive experience in various financial markets, they provide tailored services that adapt to clients' changing needs. As a privately owned family practice, they prioritize building significant relationships and trust with their clients.Explore more
Lightbulb Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Lightbulb Wealth Manageme...
<$5M
1-10
Private
-
2017
HJ
Heinrich JacobsManaging Director and Financial Adviser
<$5M
1-10
Private
-
2011
BL
Bryant LundahlCertified Financial Planner & Group At Canopy Financial Professional
<$5M
1-10
Private
-
2012
CM
Curtis MayPresident, Practical Wealth Solutions & The Practical Wealth Show Podcast Host
Company Profile Activity
Activity Insights
Lightbulb Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Lightbulb Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lightbulb Wealth Management.
Lightbulb Wealth Management Tech Stack
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Lightbulb Wealth Management offers personalized advice and holistic financial solutions, focusing on private wealth management, investment advice, and estate planning. The firm serves a diverse clientele, including professional athletes, and emphasizes integrity and collaborative client engagement. With extensive experience in various financial mar... Read More
