708 Wealth Management Overview
- Headquarters
- 1.05, Au
- Website
- 708.com.au
- Industry
- Investment Management
- Employees
- 5
- Founded
- 2010
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll 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 | Location | Contact |
|---|---|---|---|
| Matthew Lumb | Director at 708 Wealth Management |
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| Will Lumb | Associate Adviser at 708 Wealth | Sydney, New South Wales, Australia |
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| Nick Worrall | Financial Advisor | Sydney, New South Wales, Australia |
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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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