Sa3 Wealth

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

1415 28th St Ste 300, West Des Moines, I...

Phone Number

(515) 327-8491

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Sa3 Wealth

SA3 Wealth is an Iowa-based financial planner specializing in investment management, retirement planning, and wealth strategies for individuals, families, and business owners. The firm provides structured financial guidance tailored to clients at various life stages, including wealth accumulation, family planning, and business succession. Their services emphasize clear communication, personalized financial plans, and ongoing support to navigate complex financial decisions. With a focus on long-term strategies, SA3 Wealth aims to help clients achieve financial independence and stability.Explore more
Sa3 Wealth's Social MediaPopular SearchesSA3 WealthBroadridge Investor Communication Solutions IncBroadridge Financial Solutions IncSA3 IncSa3wealthSIC Code 62,628NAICS Code 52,523Show more

Sa3 Wealth Org Chart

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Director, CPFA

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Portfolio Manager, Wealth Management, , MBA, ...

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Financial, MBA, Cpfa Advisor

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Independent Financial Advisor

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Wealth Management Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sa3 Wealth

<$5M
1-10
Private
-
-
PS
Paul SchulteDirector, CPFA
$6.1M
1-10
Private
-
1988
BK
Brent KalbRegistered Representative
<$5M
1-10
Private
-
2007
KB
Kimberly BebynVice President
<$5M
1-10
Private
-
-
AM
Anna MinutilloClient Service Manager
<$5M
1-10
Private
-
-
KY
Kristen YontzOffice Manager
<$5M
1-10
Private
-
-
AP
Ashley PhelpsManager, Business Office
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sa3 Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sa3 Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sa3 Wealth.

Sa3 Wealth Tech Stack

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Frequently Asked Questions Regarding Sa3 Wealth

What is Sa3 Wealth's official website?
Sa3 Wealth's official website is www.sa3wealth.com
What is Sa3 Wealth's Revenue?
Sa3 Wealth's revenue is <$5 Million
What is Sa3 Wealth's SIC code?
Sa3 Wealth's SIC: 62,628
What is Sa3 Wealth's NAICS code?
Sa3 Wealth's NAICS: 52,523
How many employees does Sa3 Wealth have?
Sa3 Wealth has 1-10 employees
What industry does Sa3 Wealth belong to?
Sa3 Wealth is in the industry of: Finance, Securities Trading
What is Sa3 Wealth competition?
Sa3 Wealth top competitors include: Henderson Financial Services, Regis James Financial, Long View Wealth Management, Herzog Swenson Advisor Group
What technology does Sa3 Wealth use?
Some of the popular technologies that Sa3 Wealth uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Sa3 Wealth?
Sa3 Wealth contact info: Phone number: (515) 327-8491 Website: www.sa3wealth.com
What does Sa3 Wealth do?

SA3 Wealth is an Iowa-based financial planner specializing in investment management, retirement planning, and wealth strategies for individuals, families, and business owners. The firm provides structured financial guidance tailored to clients at various life stages, including wealth accumulation, family planning, and business succession. Their ser... vices emphasize clear communication, personalized financial plans, and ongoing support to navigate complex financial decisions. With a focus on long-term strategies, SA3 Wealth aims to help clients achieve financial independence and stability.Read More

What are Sa3 Wealth social media links?
Sa3 Wealth Linkedin page Sa3 Wealth Twitter page Sa3 Wealth Facebook page
Is Sa3 Wealth a public company?
Sa3 Wealth is private company therefore does not currently have an official ticker symbol
See more information about Sa3 Wealth

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