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Millennial Wealth Logo
Millennial Wealth CB Rank
1404475
Heat Score
70
Millennial Wealth is an advisory firm that provides planning, investment and financial management services.
Founded
obfuscation
Private Seattle, Washington, United States1-10 millennialwealthllc.com
Consulting
Financial Services
Wealth Management
Overview

Millennial Wealth
Heat Score
70

Growth Score
pts
in past quarter
Heat Score 70
-6 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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See more interactive data and historical milestones on desktop for the best experience

About Millennial Wealth

CB Rank
1404475
Millennial Wealth is an advisory firm that provides planning, investment and financial management services.
Founded
obfuscation
Private Seattle, Washington, United States1-10 millennialwealthllc.com
Consulting
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Levi Sanchez
Phone Number +1-206-207-8426
Contact Email Levi@millennialwealthllc.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 6

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

246
20%
 in past month

IT Spend

$81.1KThis year, Millennial Wealth is projected to spend $81.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Retirement Plan Administration Logo
Retirement Plan Administration
76
Research and Development / Test Logo
Research and Development / Test
69
Financial Management Services Logo
Financial Management Services
67

Active Website Tech Count

40Millennial Wealth is actively using 40 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  HSTS.

Total IP

1Millennial Wealth has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Millennial Wealth's headquarters? Millennial Wealth is located in Seattle, Washington, United States.
Who We Are
What We Do
Helpful Links
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