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Active Wealth Management Logo
Active Wealth Management CB Rank
2390340
Heat Score
55
Active Wealth Management is a wealth management firm that works for peoples like pre-retirees, retirees, and business owners.
Founded
obfuscation
Private Atlanta, Georgia, United States1-10 activewealth.com
Financial Services
Wealth Management
Overview

Active Wealth Management
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Active Wealth Management

CB Rank
2390340
Active Wealth Management is a wealth management firm that works for peoples like pre-retirees, retirees, and business owners.
Founded
obfuscation
Private Atlanta, Georgia, United States1-10 activewealth.com
Financial Services
Wealth Management

Key People

Details

Legal Name Active Wealth Management, Inc.
Operating Status Active
Company Type For Profit
Founders  Alan Moore, Ford Stokes
Phone Number (770) 685-1777
Contact Email ford@activewealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
Provides detailed evaluation of clients' current and future financial status to predict income, asset values, and withdrawal plans.
Portfolio Analysis
Third-party evaluation of investment portfolios assessing risk, returns, and asset correlations to inform investment decisions.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 2

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

42

IT Spend

$210.8KThis year, Active Wealth Management is projected to spend $210.8K on IT, according to Aberdeen.

Active Website Tech Count

9Active Wealth Management is actively using 9 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Active Wealth Management's headquarters? Active Wealth Management is located in Atlanta, Georgia, United States.Who are Active Wealth Management's competitors? Alternatives and possible competitors to Active Wealth Management may include F&G Annuities & Life, Bonfire Financial, and  Copia Wealth Management & Insurance Services.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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