Midas Wealth
Company Management

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
Industry
Financial Services
Employees
15
Founded
2007
NAICS
Finance and Insurance
Monetary 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 Contact
Kelvern Chen, Cfp® Awma
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Peter Hu Financial Advisor at Midas Wealth - Northwestern Mutual
Email Phone
Rick Hu, Cltc®, Ricp® Founder & CEO - Midas Wealth
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Katherine Tung Insurance Operations Specialist
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 Email Phone
Finance 1 1 1
Executive 1 1 0

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