Living Your Wealth

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

6000 Greenwood Plaza Blvd Ste 100, Green...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
1
1
1
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1

About Living Your Wealth

Living Your Wealth specializes in financial planning and investment services tailored for tech professionals, startups, and mid to large tech firms. They focus on helping clients achieve financial security, optimize stock compensation, and navigate tax complexities. The company aims to empower clients, particularly those nearing retirement, by providing personalized financial strategies and education. With a commitment to fiduciary standards, Living Your Wealth offers unbiased advice to ensure clients make informed financial decisions.Explore more
Living Your Wealth's Social MediaPopular SearchesLiving Your WealthSIC Code 62,628NAICS Code 52,523Show more

Living Your Wealth Org Chart

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DC
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Founder & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Living Your Wealth

<$5M
1-10
Private
-
2013
DC
David ConnellyFounder & Advisor
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2020
LB
Lester BrolPresident & Chief Investment Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Living Your Wealth Tech Stack

A closer look at the technologies used by Living Your Wealth

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Frequently Asked Questions Regarding Living Your Wealth

What is Living Your Wealth's official website?
Living Your Wealth's official website is www.livingyourwealth.com
What is Living Your Wealth's Revenue?
Living Your Wealth's revenue is <$5 Million
What is Living Your Wealth's SIC code?
Living Your Wealth's SIC: 62,628
What is Living Your Wealth's NAICS code?
Living Your Wealth's NAICS: 52,523
How many employees does Living Your Wealth have?
Living Your Wealth has 1-10 employees
What industry does Living Your Wealth belong to?
Living Your Wealth is in the industry of: Finance, Securities Trading
What is Living Your Wealth competition?
Living Your Wealth top competitors include: Sherwood Investment Services, Pillar Wealth Management, HFG Wealth Management, Brol Capital Management
What technology does Living Your Wealth use?
Some of the popular technologies that Living Your Wealth uses are: WooCommerce, WordPress.org, PHP, Font Awesome
What does Living Your Wealth do?

Living Your Wealth specializes in financial planning and investment services tailored for tech professionals, startups, and mid to large tech firms. They focus on helping clients achieve financial security, optimize stock compensation, and navigate tax complexities. The company aims to empower clients, particularly those nearing retirement, by prov... iding personalized financial strategies and education. With a commitment to fiduciary standards, Living Your Wealth offers unbiased advice to ensure clients make informed financial decisions.Read More

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

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