Young Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

6641 N High St Ste 200, Worthington, Ohi...

Phone Number

(614) 430-8383

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Young Wealth Management

Young Wealth Management is dedicated to providing clients with a high level of education and service as well as unique financial strategies for every phase of life. Our primary focus is retirement planning in the Columbus, Ohio, area.Explore more
Young Wealth Management's Social MediaPopular SearchesYoung Wealth ManagementYoung Wealth Management LLCYoung Wealth Management - LtdYoung Wealth Management, weSIC Code 62,628NAICS Code 52,523Show more

Young Wealth Management Org Chart

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DN
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Director, Client Services

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NJ
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Client Service Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Young Wealth Management

<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
<$5M
1-10
Private
-
2006
KC
Kirk CoxInvestment Advisor & Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
JL
James LimManaging Director
<$5M
1-10
Private
-
2015
CZ
Cortney ZagerOffice Manager
<$5M
1-10
Private
<$5M
2017
MA
Mary AllenManager, Operations
<$5M
1-10
Private
<$5M
2015
BE
Bailey EnsignVice President, Business Development
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Young Wealth Management financials insights

Gather financial insights about Young Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$47K

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Young Wealth Management Tech Stack

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Frequently Asked Questions Regarding Young Wealth Management

What is Young Wealth Management's official website?
Young Wealth Management's official website is www.young-wm.com
What is Young Wealth Management's Revenue?
Young Wealth Management's revenue is <$5 Million
What is Young Wealth Management's SIC code?
Young Wealth Management's SIC: 62,628
What is Young Wealth Management's NAICS code?
Young Wealth Management's NAICS: 52,523
How many employees does Young Wealth Management have?
Young Wealth Management has 1-10 employees
What industry does Young Wealth Management belong to?
Young Wealth Management is in the industry of: Finance, Securities Trading
What is Young Wealth Management competition?
Young Wealth Management top competitors include: Cox Strategic Wealth, Moon Rock Wealth Management, Infinity Advisory Group, Ensign Wealth Management
What technology does Young Wealth Management use?
Some of the popular technologies that Young Wealth Management uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact Young Wealth Management?
Young Wealth Management contact info: Phone number: (614) 430-8383 Website: www.young-wm.com
What does Young Wealth Management do?

Young Wealth Management is dedicated to providing clients with a high level of education and service as well as unique financial strategies for every phase of life. Our primary focus is retirement planning in the Columbus, Ohio, area.... Read More

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

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