Managed Wealth Advantage

Finance · Nevada, United States · 11-50 Employees

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Overview

Headquarters

6980 S Cimarron Rd Ste 110, Las Vegas, N...

Phone Number

(702) 425-6621

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Managed Wealth Advantage

Managed Wealth Advantage, LLC is a full service investment management and financial planning firm located in St. George, Utah. The firm specializes in assisting seniors, retirees, and pre-retirees with investment, income, and legacy planning, helping clients avoid costly financial mistakes. Their services include financial planning, investment management, legacy planning, retirement planning, and the Generational Vault for document organization and security. They aim to empower individuals to achieve their financial goals and ensure that their legacies are respected.Explore more
Managed Wealth Advantage's Social MediaPopular SearchesManaged Wealth Advantage LLCSIC Code 62,628NAICS Code 52,523Show more

Managed Wealth Advantage Org Chart

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DP
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President & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Managed Wealth Advantage

$5.2M
11-50
Private
-
2012
DP
David PolatisPresident & Founder
$5.6M
1-10
Private
-
1979
Travis Ivanoff, Chief Executive Officer, Ivanoff Wealth Management at Ivanoff Advisors
Travis IvanoffCEO, Ivanoff Wealth Management
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2015
LB
Lester BotkinFinancial, Cfa Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
CK
Carolyn KlingerManager, Human Resources
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Managed Wealth Advantage Tech Stack

A closer look at the technologies used by Managed Wealth Advantage

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Frequently Asked Questions Regarding Managed Wealth Advantage

What is Managed Wealth Advantage's official website?
Managed Wealth Advantage's official website is www.managedwealthadvantage.com
What is Managed Wealth Advantage's Revenue?
Managed Wealth Advantage's revenue is $5.2 Million
What is Managed Wealth Advantage's SIC code?
Managed Wealth Advantage's SIC: 62,628
What is Managed Wealth Advantage's NAICS code?
Managed Wealth Advantage's NAICS: 52,523
How many employees does Managed Wealth Advantage have?
Managed Wealth Advantage has 11-50 employees
What industry does Managed Wealth Advantage belong to?
Managed Wealth Advantage is in the industry of: Finance, Securities Trading
What is Managed Wealth Advantage competition?
Managed Wealth Advantage top competitors include: Ivanoff Advisors, Compass Retirement Solutions, Premier Wealth Advisors, Foundation Asset Management
What technology does Managed Wealth Advantage use?
Some of the popular technologies that Managed Wealth Advantage uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Managed Wealth Advantage?
Managed Wealth Advantage contact info: Phone number: (702) 425-6621 Website: www.managedwealthadvantage.com
What does Managed Wealth Advantage do?

Managed Wealth Advantage, LLC is a full service investment management and financial planning firm located in St. George, Utah. The firm specializes in assisting seniors, retirees, and pre-retirees with investment, income, and legacy planning, helping clients avoid costly financial mistakes. Their services include financial planning, investment mana... gement, legacy planning, retirement planning, and the Generational Vault for document organization and security. They aim to empower individuals to achieve their financial goals and ensure that their legacies are respected.Read More

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

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