wealthMD

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

1706 Bardstown Rd Fl 2, Louisville, Kent...

Phone Number

(502) 413-6893

Revenue

<$5 Million

Industry

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

About wealthMD

wealthMD provides financial management services aimed at helping individuals, families, and retirees achieve a well-lived retirement. They offer private client services and institutional client services, catering to hospital and university employees, as well as healthcare professionals such as NCTs, LPNs, RNs, APRNs, and CRNAs. The company emphasizes an academic approach to investment management, focusing on independent advice and outstanding service tailored to each client's unique situation. Their goal is to empower clients to take control of their financial future through proactive execution and disciplined rebalancing.Explore more
wealthMD's Social MediaPopular SearchesWealthmd CorpwealthMDFinancial ManagementWealth MDwealthMD Financial ManagementSIC Code 62,628NAICS Code 52,523Show more

wealthMD Org Chart

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Chief Executive Officer

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Chief Investment Officer

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Director, Investments

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

wealthMD

<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
2006
TA
Topher AhrensFinancial of Gwn Securities, Inc Advisor
<$5M
11-50
Private
-
2022
AG
Ashley GogginsChief Compliance Officer
<$5M
1-10
Private
-
2014
LD
Leila DudleyFounder & Managing Principal
<$5M
1-10
Private
-
-
FA
Frank AndrescavageOwner and Financial Advisor
<$5M
1-10
Private
-
2016
RW
Russell WagnerFounder & President
<$5M
1-10
Private
-
2005
JS
Justen SchemmelFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

wealthMD Tech Stack

A closer look at the technologies used by wealthMD

Top Finance Companies

Frequently Asked Questions Regarding wealthMD

What is wealthMD's official website?
wealthMD's official website is www.wealthmd.net
What is wealthMD's Revenue?
wealthMD's revenue is <$5 Million
What is wealthMD's SIC code?
wealthMD's SIC: 62,628
What is wealthMD's NAICS code?
wealthMD's NAICS: 52,523
How many employees does wealthMD have?
wealthMD has 1-10 employees
What industry does wealthMD belong to?
wealthMD is in the industry of: Finance, Securities Trading
What is wealthMD competition?
wealthMD top competitors include: Wagner Investment & Retirement Advisors, Patterson Investment & Retirement Solutions, Hidden Cove Wealth Management, Mosaic Wealth Strategies
What technology does wealthMD use?
Some of the popular technologies that wealthMD uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact wealthMD?
wealthMD contact info: Phone number: (502) 413-6893 Website: www.wealthmd.net
What does wealthMD do?

wealthMD provides financial management services aimed at helping individuals, families, and retirees achieve a well-lived retirement. They offer private client services and institutional client services, catering to hospital and university employees, as well as healthcare professionals such as NCTs, LPNs, RNs, APRNs, and CRNAs. The company emphasiz... es an academic approach to investment management, focusing on independent advice and outstanding service tailored to each client's unique situation. Their goal is to empower clients to take control of their financial future through proactive execution and disciplined rebalancing.Read More

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

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