e3 Wealth

Finance · Missouri, United States · 51-200 Employees

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Overview

Headquarters

10825 Watson Rd Ste 100, St. Louis, Miss...

Phone Number

(314) 822-4440

Revenue

$10.1 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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About e3 Wealth

e3 Wealth is an independent financial services firm based in St. Louis and Austin, providing innovative financial strategies and personalized plans to individuals, families, business owners, and high-net-worth clients. The firm emphasizes an education-first approach, empowering clients to take control of their financial futures through tailored retirement planning, wealth accumulation, and risk management solutions. With a commitment to integrity and proactive communication, e3 Wealth aims to build trust and foster long-term relationships with its clients. Their services also extend to entrepreneurs, helping them navigate financial challenges and achieve their business goals.Explore more
e3 Wealth's Social MediaPopular Searchese3 WealthWealth LLCWealth Management LLCWealth Management IncE3 Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

e3 Wealth Org Chart

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Chief Operating Officer

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

e3 Wealth

$10.1M
51-200
Private
-
2003
JY
Jasmine YuChief Operating Officer
$63.4M
51-200
Private
-
1999
LG
Logan GrayFinancial Planning Intern
$58.1M
51-200
Private
<$5M
2010
AW
Alan WakerVice President
$16.9M
51-200
Private
<$5M
2010
KK
Kelly KustererDirector, Marketing & Events Planning
$14.8M
51-200
Private
-
2017
CA
Craig AustadManaging Partner
$11.7M
51-200
Private
-
1990
<$5M
11-50
Private
-
2010
LA
Lidia AmodeiChief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

e3 Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

e3 Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about e3 Wealth.

e3 Wealth Tech Stack

A closer look at the technologies used by e3 Wealth

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Frequently Asked Questions Regarding e3 Wealth

What is e3 Wealth's official website?
e3 Wealth's official website is www.e3wealth.com
What is e3 Wealth's Revenue?
e3 Wealth's revenue is $10.1 Million
What is e3 Wealth's SIC code?
e3 Wealth's SIC: 62,628
What is e3 Wealth's NAICS code?
e3 Wealth's NAICS: 52,523
How many employees does e3 Wealth have?
e3 Wealth has 51-200 employees
What industry does e3 Wealth belong to?
e3 Wealth is in the industry of: Finance, Securities Trading
What is e3 Wealth competition?
e3 Wealth top competitors include: Great Lakes Investment Advisors, Abel Financial Strategies, Flourish Financial Partners, North Ridge Securities
What companies has e3 Wealth acquired?
e3 Wealth has acquired the companies: Vista Wealth Network
What technology does e3 Wealth use?
Some of the popular technologies that e3 Wealth uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact e3 Wealth?
e3 Wealth contact info: Phone number: (314) 822-4440 Website: www.e3wealth.com
What does e3 Wealth do?

e3 Wealth is an independent financial services firm based in St. Louis and Austin, providing innovative financial strategies and personalized plans to individuals, families, business owners, and high-net-worth clients. The firm emphasizes an education-first approach, empowering clients to take control of their financial futures through tailored ret... irement planning, wealth accumulation, and risk management solutions. With a commitment to integrity and proactive communication, e3 Wealth aims to build trust and foster long-term relationships with its clients. Their services also extend to entrepreneurs, helping them navigate financial challenges and achieve their business goals.Read More

What are e3 Wealth social media links?
e3 Wealth Linkedin page e3 Wealth Twitter page e3 Wealth Facebook page
Is e3 Wealth a public company?
e3 Wealth is private company therefore does not currently have an official ticker symbol
See more information about e3 Wealth

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