WealthFD

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

500 S Aiken Ave Ste 108, Pittsburgh, Pen...

Phone Number

(215) 671-6660

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
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1
1
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1

About WealthFD

WealthFD is a wealth management firm specializing in serving dentists, families, and retirees with a focus on personalized financial strategies. The firm offers a range of services including investment management, student loan planning, tax planning, and personal bookkeeping. WealthFD is committed to maintaining high ethical standards as fiduciaries, ensuring that clients receive tailored advice that aligns with their unique financial goals. With a reputation for integrity and trust, WealthFD aims to help clients manage their wealth effectively so they can concentrate on their personal and professional lives.Explore more
Popular SearchesWealthFDWealthLiteracy LLCSIC Code 62,628NAICS Code 52,523Show more

WealthFD Org Chart

PhoneEmail
RD
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Senior Manager, Wealth

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AK
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Manager, Wealth

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BT
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Manager, Wealth

PhoneEmail
SH
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Incoming Wealth Associate & Manager

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KG
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Manager, Client Success

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MV
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Accounting Associate

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SH
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Wealth Management Associate

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JH
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Tax & Wealth Partner

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AM
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Wealth Associate & Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthFD

<$5M
11-50
Private
-
2022
RD
Ryan DiFabrizioSenior Manager, Wealth
<$5M
11-50
Private
-
2022
CM
Cody MurrayFounder & CEO
<$5M
11-50
Private
-
2022
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WealthFD Tech Stack

A closer look at the technologies used by WealthFD

Top Finance Companies

Frequently Asked Questions Regarding WealthFD

What is WealthFD's official website?
WealthFD's official website is www.wealthfd.com
What is WealthFD's Revenue?
WealthFD's revenue is <$5 Million
What is WealthFD's SIC code?
WealthFD's SIC: 62,628
What is WealthFD's NAICS code?
WealthFD's NAICS: 52,523
How many employees does WealthFD have?
WealthFD has 11-50 employees
What industry does WealthFD belong to?
WealthFD is in the industry of: Finance, Securities Trading
What is WealthFD competition?
WealthFD top competitors include: Stillwater Financial Services, Goodrich Financial Advisory, Foundation Asset Management, Charles Carroll Financial Partners
What technology does WealthFD use?
Some of the popular technologies that WealthFD uses are: Cloudflare Website Optimization, Klaviyo, Google Tag Manager, GoDaddy DNS
How do I contact WealthFD?
WealthFD contact info: Phone number: (215) 671-6660 Website: www.wealthfd.com
What does WealthFD do?

WealthFD is a wealth management firm specializing in serving dentists, families, and retirees with a focus on personalized financial strategies. The firm offers a range of services including investment management, student loan planning, tax planning, and personal bookkeeping. WealthFD is committed to maintaining high ethical standards as fiduciarie... s, ensuring that clients receive tailored advice that aligns with their unique financial goals. With a reputation for integrity and trust, WealthFD aims to help clients manage their wealth effectively so they can concentrate on their personal and professional lives.Read More

Is WealthFD a public company?
WealthFD is private company therefore does not currently have an official ticker symbol
See more information about WealthFD

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