Executive Wealth Management Overview

  • Founded
  • 2011

Founded
  • Status
  • Private

  • Employees
  • 39

Employees
  • Latest Deal Type
  • Accelerator/​Inc

  • Latest Deal Amount
  • $27K

  • Investors
  • 1

Executive Wealth Management General Information

Description

Provider of wealth management and advisory services intended to provide financial and retirement planning. The company provides services such as investment management, taxes, and legal service, it also assures that investments made on behalf of clients are being stewarded with professional discipline and guarded principles, enabling customers to plan and analyze their investment with help of the advisors.

Contact Information

Website
ewmadvisors.com
Formerly Known As
401K GPS
Ownership Status
Privately Held (backing)
Financing Status
Accelerator/Incubator Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Primary Office
  • 135 West North Street
  • Brighton, MI 48116
  • United States
+1 (810) 000-0000

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Executive Wealth Management Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Accelerator/Incubator 12-Sep-2014 $27K 0000 Completed Startup
1. Angel (individual) Completed Startup
To view Executive Wealth Management’s complete valuation and funding history, request access »

Executive Wealth Management Executive Team (9)

Name Title Board Seat Contact Info
Albert Herzog III Co-Founder, President & Director
Michael Lay Chief Operating and Compliance Officer & Director
Michael Chechel Jr. Co-Founder, Managing Director & Vice President
Adam Kulesza Co-Founder & Director
Jeffrey Boland FINANCIAL CONTROLLER
You’re viewing 5 of 9 executive team members. Get the full list »

Executive Wealth Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Executive Wealth Management Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Macomb-Oakland University Incubator Accelerator/Incubator Minority 000 0000 000000 0
To view Executive Wealth Management’s complete investors history, request access »