60
Growth Score
pts
Heat Score
-11 pts
Company Performance Metrics
Score
Trend
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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
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1859742
345 Wealth Management focuses on financial planning and wealth management services.
- Dillan Micus: CEO, Owner & Co-FounderPast Role: AXA Advisors, LLC, EVP Southwest
- Patrick Kearns: President & Co-Founder
About the Company
345 Wealth Management offers financial services with a focus on comprehensive planning. The company provides guidance and planning around significant life phases, assisting clients in wealth accumulation and management. It is not a registered investment advisor and does not offer investment or securities advice. The firm aims to help clients unlock
their financial potential through expert advisory services.
