Wanderlust Wealth Management
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
280 Park Ave Fl 25, New York City, New Y...Phone Number
(646) 813-2037Website
www.wanderlustwealth.comRevenue
$5.2 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Wanderlust Wealth Management
Wanderlust Wealth is a registered independent fee-only investment advisory firm based in Manhattan, specializing in wealth management and fiduciary oversight. They provide personalized investment advice and financial planning to clients globally, focusing on transparency and a research-backed approach to investing. Their services include auditing and organizing existing investments, as well as implementing client-driven investment strategies. The firm emphasizes building long-lasting relationships and prioritizing clients' interests to ensure financial confidence and security.Explore more
Wanderlust Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Wanderlust Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Wanderlust Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wanderlust Wealth Management.
Wanderlust Wealth Management Tech Stack
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Wanderlust Wealth is a registered independent fee-only investment advisory firm based in Manhattan, specializing in wealth management and fiduciary oversight. They provide personalized investment advice and financial planning to clients globally, focusing on transparency and a research-backed approach to investing. Their services include auditing a... Read More
