Model Wealth

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

55 S Main St Ste 380, Naperville, Illino...

Phone Number

(630) 381-1170

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Model Wealth

Model Wealth is a fee-only financial planning firm that specializes in hourly-based consulting and flat-fee investment management. The firm serves clients across the country who seek a smarter and more objective approach to financial advice. Model Wealth emphasizes intelligent planning, portfolios, and pricing to provide clarity and peace of mind in financial decision-making. Their team is known for simplifying complex financial matters while maintaining a friendly and approachable demeanor.Explore more
Model Wealth's Social MediaPopular SearchesModel Wealth IncModelwealth LLCWealth Planning Consulting IncModelwealthSIC Code 62,628NAICS Code 52,523Show more

Model Wealth Org Chart

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Model Wealth

<$5M
1-10
Private
-
2018
AT
Anna ThornburgDirector, Operations
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
1994
AW
Angela WetzigSenior Financial Advisor & Founder
<$5M
1-10
Private
-
-
N/A
<$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

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

What does this means?

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

Model Wealth Tech Stack

A closer look at the technologies used by Model Wealth

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Frequently Asked Questions Regarding Model Wealth

What is Model Wealth's official website?
Model Wealth's official website is www.modelwealth.com
What is Model Wealth's Revenue?
Model Wealth's revenue is <$5 Million
What is Model Wealth's SIC code?
Model Wealth's SIC: 62,628
What is Model Wealth's NAICS code?
Model Wealth's NAICS: 52,523
How many employees does Model Wealth have?
Model Wealth has 1-10 employees
What industry does Model Wealth belong to?
Model Wealth is in the industry of: Finance, Securities Trading
What is Model Wealth competition?
Model Wealth top competitors include: Sherwood Investment Services, Sterling Total Wealth Solutions, Sage Wealth Consulting, Forteris Wealth Management
What technology does Model Wealth use?
Some of the popular technologies that Model Wealth uses are: WordPress.org, PHP, Microsoft 365, Vimeo
How do I contact Model Wealth?
Model Wealth contact info: Phone number: (630) 381-1170 Website: www.modelwealth.com
What does Model Wealth do?

Model Wealth is a fee-only financial planning firm that specializes in hourly-based consulting and flat-fee investment management. The firm serves clients across the country who seek a smarter and more objective approach to financial advice. Model Wealth emphasizes intelligent planning, portfolios, and pricing to provide clarity and peace of mind i... n financial decision-making. Their team is known for simplifying complex financial matters while maintaining a friendly and approachable demeanor.Read More

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

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