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MY Wealth Planners Logo
MY Wealth Planners CB Rank
1231653
Heat Score
53
MY Wealth Planners specializes in wealth management and financial advisory services.
Founded
obfuscation
Private Longmont, Colorado, United States1-10 www.mywealthplanners.com
Advice
Financial Services
Wealth Management
Overview

MY Wealth Planners
Heat Score
53

Growth Score
pts
in past quarter
Heat Score 53
-4 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 MY Wealth Planners

CB Rank
1231653
MY Wealth Planners specializes in wealth management and financial advisory services.
Founded
obfuscation
Private Longmont, Colorado, United States1-10 www.mywealthplanners.com
Advice
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
About the Company
MY Wealth Planners is a financial planner. The firm provides wealth management, investment management, compensation consulting, and employee benefit consulting services.
Phone Number 1 (303)-600-3757
Contact Email daniel.yerger@mywealthplanners.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Planning
A comprehensive financial planning service that assesses a client's entire financial situation to develop and implement a tailored financial plan.
Investment Management
A service offering model-driven investment portfolios tailored to clients' financial goals, risk tolerance, and time horizons.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 5
News
Technology
View Tech Report

Monthly Web Visits

1,582
1,080.6%
 in past month

IT Spend

$71.9KThis year, MY Wealth Planners is projected to spend $71.9K on IT, according to Aberdeen.

Active Website Tech Count

2MY Wealth Planners is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 50m.

Total IP

3MY Wealth Planners has registered 3 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is MY Wealth Planners's headquarters? MY Wealth Planners is located in Longmont, Colorado, United States.Who are MY Wealth Planners's competitors? Alternatives and possible competitors to MY Wealth Planners may include HighTower Advisors, Cerity Partners, and  Mariner Wealth Advisors.
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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