Midas Wealth
Financial Services
1 Battery Park Plaza
15 employees
- Employees
- 15
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Midas Wealth Overview
- Headquarters
- 1 Battery Park Plaza
- Website
- midas-wealth.com
- Industry
- Financial Services
- Employees
- 15
- Founded
- 2007
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Midas Wealth
Midas Wealth Our planning process is unique. Each and every client meeting is catered to the expectation of the client. We believe everyone is different, therefore we customize each meeting based on the client’s goals and objectives. During our meetings, we always seek to listen and understand. To be transparent and educate all our clients with creative strategies to maximize their current and future wealth, and minimize their taxes along the way. We specialize in wealth and tax diversification. Since 2007, Rick Hu and Midas Wealth have had over 20,000 client meetings. In each and every one of those meetings, we’ve shared ideas and strategies with our clients to improve their financial lives and future. We are a private wealth management firm servicing over 1,000 clients.
Midas Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Midas Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kelvern Chen, Cfp® | Awma |
View
|
|
| Peter Hu | Financial Advisor at Midas Wealth - Northwestern Mutual | New York City Metropolitan Area, United States |
Email
Phone
|
| Rick Hu, Cltc®, Ricp® | Founder & CEO - Midas Wealth | New York, United States |
View
|
| Katherine Tung | Insurance Operations Specialist | New York, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
Director
1 profile
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
| Executive | 1 | 1 | 0 |
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