Ludwig Wealth Management

Finance · Illinois, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

629 S Main St, Lombard, Illinois, 60148,...

Phone Number

(630) 519-3131

Revenue

<$5 Million

Industry

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

About Ludwig Wealth Management

Ludwig Wealth Management specializes in tax-focused financial planning and asset management for Chicagoland business owners, helping them create a consistent retirement income. The firm serves clients with at least $1 million in investable assets who are planning for or transitioning into retirement. Their approach integrates taxes, investments, and financial planning into a cohesive strategy tailored to individual needs. As a family-owned business, they prioritize client trust and act as fiduciaries to ensure the best interests of their clients.Explore more
Ludwig Wealth Management's Social MediaPopular SearchesLudwig Wealth Managementludwigwealthmanagement.comHolistic Financial and Tax PlanningLudwigwealthmanagement ComSIC Code 62,628NAICS Code 52,523Show more

Is Ludwig 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 Ludwig Wealth Management

Compare insights from companies similar to Ludwig 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

Ludwig Wealth Management

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1995
JG
Jim GermerCertified Public Accountant
<$5M
1-10
Private
-
2009
DC
Dariusz CaputaPresident, CPA, MSA
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RP
Rachel PiersonInvestment Advisor & Representative
<$5M
11-50
Private
-
2003
Mia Delk, Accountant and President at Tax Accounting
Mia DelkAccountant and President
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ludwig Wealth Management Tech Stack

A closer look at the technologies used by Ludwig Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Ludwig Wealth Management

What is Ludwig Wealth Management's official website?
Ludwig Wealth Management's official website is www.ludwigwealthmanagement.com
What is Ludwig Wealth Management's Revenue?
Ludwig Wealth Management's revenue is <$5 Million
What is Ludwig Wealth Management's SIC code?
Ludwig Wealth Management's SIC: 62,628
What is Ludwig Wealth Management's NAICS code?
Ludwig Wealth Management's NAICS: 52,523
How many employees does Ludwig Wealth Management have?
Ludwig Wealth Management has 1-10 employees
What industry does Ludwig Wealth Management belong to?
Ludwig Wealth Management is in the industry of: Finance, Securities Trading
What is Ludwig Wealth Management competition?
Ludwig Wealth Management top competitors include: Brood & Seibert CPA, Caputa & Associates, Bill R McCracken Accounting, Jim G Germer, Cpa
What technology does Ludwig Wealth Management use?
Some of the popular technologies that Ludwig Wealth Management uses are: Enom DNS Hosting, Proofpoint, Amazon Web Hosting
How do I contact Ludwig Wealth Management?
Ludwig Wealth Management contact info: Phone number: (630) 519-3131 Website: www.ludwigwealthmanagement.com
What does Ludwig Wealth Management do?

Ludwig Wealth Management specializes in tax-focused financial planning and asset management for Chicagoland business owners, helping them create a consistent retirement income. The firm serves clients with at least $1 million in investable assets who are planning for or transitioning into retirement. Their approach integrates taxes, investments, an... d financial planning into a cohesive strategy tailored to individual needs. As a family-owned business, they prioritize client trust and act as fiduciaries to ensure the best interests of their clients.Read More

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