345 Wealth Management Employee Directory

345 Wealth Management corporate office is located in 4835 E Cactus Rd Ste 255, Scottsdale, Arizona, 85254, United States and has 11-50 employees.

345 wealth management

345 wealth management llc

Employees by Department

Departments

Number of employees

Operations

C-Suite

Finance

345 Wealth Management CEO

Dillan MicusOwner & Chief Executive Officer

Phone

See Profile

Key Employees of 345 Wealth Management

AG
Alison Grefshe...
Chief of Staff
PhoneEmail
Brady Schneide...
Chief Operations Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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345 Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from 345 Wealth Management

Hundreds of professionals searching for 345 Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

LR
Lamarr Rogers
Email Direct
Financial Advisor
United States , Arizona , Scottsdale

KF
Kevin Ferm
Email Direct
Retirement Planning Specialist
United States , Arizona , Scottsdale

DM
Dillan Micus
Email Direct
Owner & Chief Executive Officer
United States , Arizona , Scottsdale

Brady Schneider
Email Direct
Chief Operations Officer
United States , Arizona , Scottsdale

SR
Samantha Rohe
Email Direct
Executive Assistant
United States , Arizona , Scottsdale

JR
Jocelyn Reyes
Email Direct
Executive Assistant
United States , Arizona , Scottsdale

BT
Brendan Turelli
Email Direct
Financial Planner
United States , Arizona , Scottsdale

AG
Alison Grefsheim
Email Direct
Chief of Staff
United States , Arizona , Scottsdale

Former Employees at 345 Wealth Management

Explore people who held key positions, contributed to 345 Wealth Management's success, and advanced their careers.

DD
David DeBellis
Financial Professional at Signature Wealth Conce...
Worked as Financial Professional
at 345 Wealth Management (2022-2023)
Email Direct

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Frequently Asked Questions Regarding 345 Wealth Management Employees

How many employees does 345 Wealth Management have?

345 Wealth Management has 11-50 employees

Who is the CEO of 345 Wealth Management?

345 Wealth Management’s CEO is Dillan Micus

Who are 345 Wealth Management key employees?

Some of 345 Wealth Management key employees are Alison Grefsheim, Brady Schneider

Where is 345 Wealth Management located?

345 Wealth Management’s headquarters are located at 4835 E Cactus Rd Ste 255, Scottsdale, Arizona, 85254, United States

How do I contact 345 Wealth Management?

345 Wealth Management Contact Info: Website: www.345wealthmgmt.com

What does 345 Wealth Management do?

345 Wealth Management is a financial services firm specializing in wealth management and financial planning. With over 120 years of combined experience, they focus on creating tax-efficient strategies, risk-based investing, and personalized planning for clients throughout various life phases. Their mission is to provide exceptional service and guid... Read More

Is 345 Wealth Management a public company?

345 Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about 345 Wealth Management Employees