DBHW Wealth Partners
DBHW Wealth Partners

DBHW Wealth Partners Information

Contact top employees from DBHW Wealth Partners

Summary

DBHW Wealth Partners is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at South Milwaukee, Wisconsin, USA. The DBHW Wealth Partners annual revenue is estimated at < 1M. To connect with DBHW Wealth Partners employee register on SignalHire.

Organization Website

dbhwwwealthpartners.com

Phone Number

414-764-7330

Industries

Headquarters Location

1125 Milwaukee Avenue, South Milwaukee, WI, 53172 US

Employees Size

10-50 employees

Specialties

Tax Preparation, Financial Planning, Small Business Accounting, Estate Planning, Education Planning, Investment Planning, Insurance Planning, Cash Flow Management, Retirement Planning, Tax Planning, Corporate Tax Preparation, Partnership Tax Preparation

DMA Code

Milwaukee Metropolitan Area

Founded

1989

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
2011Partnership 25 - 100 4.6M $150K
-- 100 - 250 31.2M $150K
1999Privately
Held
10-50 < 1M $0
1946- 500-1000 - $-

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
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Employee tenure at DBHW Wealth Partners shows a diverse range of experience levels:
10% have been with the company for less than 1 year24% for 1–2 years14% for 3–4 years14% for 5–7 years5% for 8–10 years33% have over 11 years of service at DBHW Wealth Partners
Ex-employees positions
In Company
In New Company
Contact top employees from DBHW Wealth Partners
Chuck Winn
Senior Wealth Advisor
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Wendi Hall
Director of Tax and Accounting
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Mitchell Behm
Human Resources Generalist
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Geoff Hall
Director of Technology
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Charlene Wehring
Founder/Financial Advisor
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Mark Pugel
Senior Accounting Advisor
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Aliina Klatt
Director of Operations
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Ashley Iwinski
Associate Advisor
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Jason Klatt
Marketing & Social Media Specialist
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Adan Saavedra
Financial Analyst II
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Ramona Koeller
Client Service Associate
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Jack Himmelspach
Analyst II/Team Lead
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Amy Kaase
Lead Wealth Advisor
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Gail Fisher
Operations Specialist III
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Dashown Wright
Wealth Management Associate
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Dax Brown
Wealth Management Intern
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Lauren Whitehead
Operations Team Member
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Frank Moorman
Wealth Management Intern
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Jazmyne
Client Experience Specialist
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Alejandra Garcia
Tax and Accounting Administrator
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Trevor Millhouse
Tax and Accounting Admin
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Enuwa
Client Services Associate
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Kaylea Killen
Client Experience Specialist
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FAQ

DBHW Wealth Partners operates in the Finance industries. More details can be found on the official website: dbhwwwealthpartners.com.
The headquarters of DBHW Wealth Partners are located in South Milwaukee, United States.
You can contact DBHW Wealth Partners by phone at 414-764-7330.
DBHW Wealth Partners currently employs 10-50 people.
DBHW Wealth Partners's revenue is approximately < 1M.
Well-known competitors of DBHW Wealth Partners include Safe and Secure Home Care, Limpro Inc, MPC Executive Search Services and Televic.

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