Maleta Wealth

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

757 Maleta Ln Ste 204, Castle Rock, Colo...

Phone Number

(720) 443-6200

Revenue

<$5 Million

Industry

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

About Maleta Wealth

Maleta Wealth Management is a female-owned wealth management firm based in Denver, CO, specializing in lifestyle financial planning. The firm caters to women, millennials, working professionals, and retirees, offering tailored financial strategies to help clients achieve their financial goals. With a focus on building meaningful partnerships, Maleta Wealth Management aims to empower clients to take control of their financial futures. Their services include investment, retirement, estate, insurance, and tax planning, ensuring a comprehensive approach to wealth management.Explore more
Popular SearchesMaleta WealthMaleta Wealth ManagementMaleta Wealth ManagmentSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Maleta Wealth

<$5M
1-10
Private
-
-
N/A
$5M
1-10
Private
-
2012
David Wilson, Founder & Chief Executive Officer at Generational Wealth Management
David WilsonFounder & CEO
$5M
11-50
Private
-
2014
BS
Brooke SandlinClient Support Specialist
<$5M
11-50
Private
<$5M
2021
CM
Chris McLootaSenior Vice President, Partner
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2012
Mike Mickels, President at CochranMickels Retirement Specialists
Mike MickelsPresident
<$5M
1-10
Private
-
2007
JW
Jonathan WoodsFounding Partner, Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Maleta Wealth Tech Stack

A closer look at the technologies used by Maleta Wealth

Top Finance Companies

Frequently Asked Questions Regarding Maleta Wealth

What is Maleta Wealth's official website?
Maleta Wealth's official website is www.maletawealth.com
What is Maleta Wealth's Revenue?
Maleta Wealth's revenue is <$5 Million
What is Maleta Wealth's SIC code?
Maleta Wealth's SIC: 62,628
What is Maleta Wealth's NAICS code?
Maleta Wealth's NAICS: 52,523
How many employees does Maleta Wealth have?
Maleta Wealth has 1-10 employees
What industry does Maleta Wealth belong to?
Maleta Wealth is in the industry of: Finance, Securities Trading
What is Maleta Wealth competition?
Maleta Wealth top competitors include: Woods Asset Management, Mundi Financial, InFocus Financial Strategies, Generational Wealth Management
What technology does Maleta Wealth use?
Some of the popular technologies that Maleta Wealth uses are: Cloudflare Website Optimization, Enom DNS Hosting, Bitly, Microsoft 365
How do I contact Maleta Wealth?
Maleta Wealth contact info: Phone number: (720) 443-6200 Website: www.maletawealth.com
What does Maleta Wealth do?

Maleta Wealth Management is a female-owned wealth management firm based in Denver, CO, specializing in lifestyle financial planning. The firm caters to women, millennials, working professionals, and retirees, offering tailored financial strategies to help clients achieve their financial goals. With a focus on building meaningful partnerships, Malet... a Wealth Management aims to empower clients to take control of their financial futures. Their services include investment, retirement, estate, insurance, and tax planning, ensuring a comprehensive approach to wealth management.Read More

Is Maleta Wealth a public company?
Maleta Wealth is private company therefore does not currently have an official ticker symbol
See more information about Maleta Wealth

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