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wHealth Advisors Logo
wHealth Advisors CB Rank
3648458
Heat Score
25
wHealth Advisors is a financial services company that offers asset management, tax planning, and preparation services.
Founded
obfuscation
Private Red Bank, New Jersey, United States1-10 whealthfa.com
Advice
Financial Services
Wealth Management
Overview

wHealth Advisors
Heat Score
25

Growth Score
pts
in past quarter
Heat Score 25
-23 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 wHealth Advisors

CB Rank
3648458
wHealth Advisors is a financial services company that offers asset management, tax planning, and preparation services.
Founded
obfuscation
Private Red Bank, New Jersey, United States1-10 whealthfa.com
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name wHealth Advisors, LLC.
Operating Status Active
Company Type For Profit
Founders  Dennis McNamara, John Munley Jr
Phone Number +1 732 852 5089
Contact Email hello@whealthfa.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Ongoing Financial Planning
Comprehensive financial planning service involving full implementation, proactive management, and continuous monitoring of clients' financial lives.
Tax Planning and Preparation
Service to review, finalize, and optimize clients' annual tax returns and provide ongoing tax planning strategies.

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

Employee Profiles

News
Technology
View Tech Report

IT Spend

$87.3KThis year, wHealth Advisors is projected to spend $87.3K on IT, according to Aberdeen.

Active Website Tech Count

5wHealth Advisors is actively using 5 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is wHealth Advisors's headquarters? wHealth Advisors is located in Red Bank, New Jersey, United States.Who are wHealth Advisors's competitors? Alternatives and possible competitors to wHealth Advisors may include North Channel Capital Management Group, Gaynes Financial Services, and  Pillars of Wealth.
Who We Are
What We Do
Helpful Links
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