Wealth Factory

Business Services · Utah, United States · 11-50 Employees

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Overview

Headquarters

90 S 400 W Ste 560, Salt Lake City, Utah...

Phone Number

(800) 400-8385

Revenue

$6.2 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Wealth Factory

Wealth Factory LLC is a financial advisory firm specializing in personalized wealth strategy and business integration for entrepreneurs and professional service providers. The company offers diagnostic tools designed to help clients identify their unique "Investor DNA" based on personal strengths, interests, and business acumen, enabling them to align financial decisions with broader life and legacy objectives. Unlike traditional financial planning approaches that emphasize retirement savings and passive investment vehicles such as stocks and bonds, Wealth Factory integrates a client's own business as a central component of their comprehensive wealth plan. The firm recognizes that entrepreneurs and business owners operate under distinct financial pressures and opportunities that conventional advisors often fail to address, and it leverages this understanding to deliver strategies grounded in what clients know best. By shifting focus from external investment vehicles to leveraging persoRead more
Wealth Factory's Social MediaPopular SearchesWealth Factory LLCWealth FactoryThe Wealth Factory IncWealth Factory - LLCGarrett GundersonSIC Code 87,874NAICS Code 54,541Show more

Wealth Factory Org Chart

Norman Westervelt, Chief Executive Officer at Wealth Factory
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Chief Executive Officer

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Chief of Staff

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Factory

$6.2M
11-50
Private
-
2014
$164.9M
501-1,000
Private
-
1966
AS
Apirom SukprasertSenior Executive Vice President
$7.3M
11-50
Private
<$5M
2013
JE
James EdenDirector, Finance
$5.5M
11-50
Private
<$5M
1992
Paul Brooks, President & Owner at Brooks Financial Group
Paul BrooksPresident & Owner
<$5M
11-50
Private
-
1996
Coert Coetzee, Founder & Chief Executive Officer at Wealth Masters
Coert CoetzeeFounder & CEO
<$5M
11-50
Private
-
1992
ML
Melinda LittleDirector, Summer Programs
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Wealth Factory is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

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

Wealth Factory Tech Stack

A closer look at the technologies used by Wealth Factory

Wealth Factory News & Media

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Frequently Asked Questions Regarding Wealth Factory

What is Wealth Factory's official website?
Wealth Factory's official website is www.wealthfactory.com
What is Wealth Factory's Revenue?
Wealth Factory's revenue is $6.2 Million
What is Wealth Factory's SIC code?
Wealth Factory's SIC: 87,874
What is Wealth Factory's NAICS code?
Wealth Factory's NAICS: 54,541
How many employees does Wealth Factory have?
Wealth Factory has 11-50 employees
What industry does Wealth Factory belong to?
Wealth Factory is in the industry of: Business Services, Finance, Project Management
What is Wealth Factory competition?
Wealth Factory top competitors include: Wealth Masters, Brooks Financial Group, Independent Means, Common Wealth Charlotte
What technology does Wealth Factory use?
Some of the popular technologies that Wealth Factory uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Wealth Factory?
Wealth Factory contact info: Phone number: (800) 400-8385 Website: www.wealthfactory.com
What does Wealth Factory do?

Wealth Factory LLC is a financial advisory firm specializing in personalized wealth strategy and business integration for entrepreneurs and professional service providers. The company offers diagnostic tools designed to help clients identify their unique "Investor DNA" based on personal strengths, interests, and business acumen, enabling them to al... ign financial decisions with broader life and legacy objectives. Unlike traditional financial planning approaches that emphasize retirement savings and passive investment vehicles such as stocks and bonds, Wealth Factory integrates a client's own business as a central component of their comprehensive wealth plan. The firm recognizes that entrepreneurs and business owners operate under distinct financial pressures and opportunities that conventional advisors often fail to address, and it leverages this understanding to deliver strategies grounded in what clients know best. By shifting focus from external investment vehicles to leveraging personal business expertise and assets, Wealth Factory helps clients take active control of their wealth management rather than delegating decision-making for extended periods. The company's methodology emphasizes education-driven financial decisions, encouraging clients to invest in areas where they possess deep knowledge and competitive advantage, thereby potentially improving returns while reducing exposure to unfamiliar or high-risk instruments. Wealth Factory's approach aims to provide financial clarity that frees clients to excel across personal and professional domains while building sustainable wealth and lasting legacy. The firm serves business owners, entrepreneurs, and professional service providers who seek a financial planning partner that understands the operational and strategic complexities of running a business and can integrate those realities into a cohesive wealth strategy.Read More

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

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