Millennial Wealth

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

500 Yale Ave N, Seattle, Washington, 981...

Phone Number

(206) 207-8426

Revenue

<$5 Million

Industry

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

Millennial Wealth, LLC is a fee-only financial planning firm based in Seattle, WA, specializing in financial planning and investment management for professionals in the tech industry. They focus on developing dynamic financial plans that align with clients' current and future goals while providing education to instill confidence and transparency. The firm emphasizes fiduciary advice, ensuring they act in the best interest of their clients without selling financial products. Their services include virtual financial planning and investment management, utilizing innovative software to keep clients informed and engaged.Explore more
Millennial Wealth's Social MediaPopular SearchesMillennial Wealth LLCMillennial WealthMillennial Financial Network LLCMillennial Wealth Creation IncMillennial Wealth DesignSIC Code 62,628NAICS Code 52,523Show more

Millennial Wealth Org Chart

PhoneEmail
RC
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Director and Financial Adviser

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JH
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Senior Financial Planner

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LS
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Founder & Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Millennial Wealth

<$5M
1-10
Private
-
2017
RC
Robert CreatonDirector and Financial Adviser
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
RS
Richard SchooleyFinancial Advisor
<$5M
1-10
Private
-
2005
JR
Jennifer RossiChief of Staff
<$5M
1-10
Private
-
2015
MJ
Michael JelormineFinancial Founder & Managing Director & Planner
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Millennial Wealth Tech Stack

A closer look at the technologies used by Millennial Wealth

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Frequently Asked Questions Regarding Millennial Wealth

What is Millennial Wealth's official website?
Millennial Wealth's official website is www.millennialwealthllc.com
What is Millennial Wealth's Revenue?
Millennial Wealth's revenue is <$5 Million
What is Millennial Wealth's SIC code?
Millennial Wealth's SIC: 62,628
What is Millennial Wealth's NAICS code?
Millennial Wealth's NAICS: 52,523
How many employees does Millennial Wealth have?
Millennial Wealth has 1-10 employees
What industry does Millennial Wealth belong to?
Millennial Wealth is in the industry of: Finance, Securities Trading
What is Millennial Wealth competition?
Millennial Wealth top competitors include: Southport Station Financial Management, Dogwood Wealth Advisors, Selkirk Wealth Advisors, Clarity Capital Advisors
What technology does Millennial Wealth use?
Some of the popular technologies that Millennial Wealth uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Millennial Wealth?
Millennial Wealth contact info: Phone number: (206) 207-8426 Website: www.millennialwealthllc.com
What does Millennial Wealth do?

Millennial Wealth, LLC is a fee-only financial planning firm based in Seattle, WA, specializing in financial planning and investment management for professionals in the tech industry. They focus on developing dynamic financial plans that align with clients' current and future goals while providing education to instill confidence and transparency. T... he firm emphasizes fiduciary advice, ensuring they act in the best interest of their clients without selling financial products. Their services include virtual financial planning and investment management, utilizing innovative software to keep clients informed and engaged.Read More

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

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