Wealth Analytics
We help people create a financial plan and investment strategy for a meaningful and secure retirement. Imagine having an independent team of fee-only, fiduciary financial advisors at your service with clear answers to all of your wealth and investment questions. We serve our clients, helping them get organized with a plan and invested for financial freedom. Learn more about our wealth management process by scheduling an introduction call from our website.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
61
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- TD
Troy Daum
Owner · General Business & Management
EmailPhone - MS
Megan Sperry
Wealth Advisor · Finance & Accounting
EmailPhone - JW
Jeff W Poole
Managing Partner · General Business & Management
EmailPhone - BA
Brittany Anderson
Wealth Planner · Finance & Accounting
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Wealth Analytics
5 distinct titles indexed · top 5 shown.
- 2principal
- 1managing partner
- 1owner
- 1wealth advisor
- 1wealth planner
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