Company

Happier Wealth

Financial Services 7 employees

Employees: 7
Contacts: 3
Emails: 3
Phones: 1

www.happierwealth.com LinkedIn

Happier Wealth Overview

Website: www.happierwealth.com
Industry: Financial Services
Employees: 7
Founded: 2024
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Retirement Planning Investments

About Happier Wealth

We’re a team of wealth advisors dedicated to building long-term personal relationships, understanding your unique needs, and creating a customized approach that aligns with your values to enhance your happiness. We encourage you to invest in what matters most.

Happier Wealth Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Happier Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Brandon Halversen	Wealth Management - Dog Lover - Car Enthusiast	St Petersburg, Florida, United States	Email
Sam Rosen	Proud Father I Cfp®, Chfc®, Ricp® Wealth Management Advisor at Happier Wealth	Provo, Utah, United States	Email
Michael Macfarlane	Founding Partner / Wealth Management Advisor	Provo, Utah, United States	Email Phone
Aidan Macfarlane	Physics Major with Minors in Philosophy and Business at Usu!	Lehi, Utah, United States	View