708 Wealth Management
Company

708 Wealth Management

Investment Management 1.05, Au 5 employees
Employees
5

708 Wealth Management Overview

Headquarters
1.05, Au
Website
708.com.au
Industry
Investment Management
Employees
5
Founded
2010
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About 708 Wealth Management

708 Wealth Management service high-net-worth and sophisticated families, individuals in institutions. Established in 2010, 708 WM manages $550m on behalf of clients. 708 Wealth Management advisors have over 150 years of combined experience investing directly in Australian and International Equities. We invest in fixed income, equities, alternative investments and private credit. 708 has a balanced and sustainable approach that has resulted in a track-record of returns superior to both the ASX All-Ordinaries as well as leading Australian Industry Super Funds. We service clients both across Australia and Internationally.

708 Wealth Management Contact Details

People in AeroLeads
4

708 Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Matthew Lumb Director at 708 Wealth Management
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Will Lumb Associate Adviser at 708 Wealth
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Nick Worrall Financial Advisor
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Max Ludowici Director - 708 Wealth Management
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Employees by Management Level

Director 2 profiles
Individual contributor 1 profile
Associate / junior 1 profile

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