Insights

Client Niche Focus Frederica Wealth Advisory serves a high-net-worth clientele through personalized investment management, presenting opportunities to offer high-value, tailored financial products and premium advisory services.

Digital Presence Optimization Utilizing a sophisticated tech stack with tools like Cloudflare CDN and Google Analytics, the company emphasizes a strong online platform, which could be augmented with advanced digital marketing and CRM solutions to attract new clients.

Growth Potential With revenues ranging between 10 to 25 million dollars and a relatively small team, there is considerable scope for expanding service offerings, technology integrations, and scalable infrastructure to support growth and increased client acquisition.

Competitive Landscape Operating amidst large competitors with extensive resources such as Charles Schwab and Morgan Stanley, Frederica Wealth can benefit from specialized niche marketing, focusing on personalized services to differentiate itself.

Regulatory & Compliance Needs Given the company's registration with FINRA and SIPC, there are opportunities to introduce compliance solutions, secure transaction systems, and investor protection services to streamline regulatory adherence and enhance client trust.

Frederica Wealth Advisory Tech Stack

Frederica Wealth Advisory uses 8 technology products and services including Cloudflare CDN, FMG Suite, Font Awesome, and more. Explore Frederica Wealth Advisory's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • Slick
    Javascript Libraries
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics

Media & News

Frederica Wealth Advisory's Email Address Formats

Frederica Wealth Advisory uses at least 1 format(s):
Frederica Wealth Advisory Email FormatsExamplePercentage
First@fredericawealth.comJohn@fredericawealth.com
50%
First@fredericawealth.comJohn@fredericawealth.com
50%

Frequently Asked Questions

Where is Frederica Wealth Advisory's headquarters located?

Minus sign iconPlus sign icon
Frederica Wealth Advisory's main headquarters is located at 5500 Frederica Road, Suite 2108. The company has employees across 1 continents, including North America.

What is Frederica Wealth Advisory's phone number?

Minus sign iconPlus sign icon
You can contact Frederica Wealth Advisory's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Frederica Wealth Advisory's official website and social media links?

Minus sign iconPlus sign icon
Frederica Wealth Advisory's official website is fredericawealth.com and has social profiles on LinkedIn.

What is Frederica Wealth Advisory's NAICS code?

Minus sign iconPlus sign icon
Frederica Wealth Advisory's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Frederica Wealth Advisory have currently?

Minus sign iconPlus sign icon
As of December 2025, Frederica Wealth Advisory has approximately 4 employees across 1 continents, including North America. Key team members include Vice President: A. H.Director Of Operations And Client Services: D. B.Wealth Management Advisor: B. M.. Explore Frederica Wealth Advisory's employee directory with LeadIQ.

What industry does Frederica Wealth Advisory belong to?

Minus sign iconPlus sign icon
Frederica Wealth Advisory operates in the Investment Management industry.

What technology does Frederica Wealth Advisory use?

Minus sign iconPlus sign icon
Frederica Wealth Advisory's tech stack includes Cloudflare CDNFMG SuiteFont AwesomejQuery UISlickHSTSCloudflare Bot ManagementGoogle Analytics.

What is Frederica Wealth Advisory's email format?

Minus sign iconPlus sign icon
Frederica Wealth Advisory's email format typically follows the pattern of First@fredericawealth.com. Find more Frederica Wealth Advisory email formats with LeadIQ.

When was Frederica Wealth Advisory founded?

Minus sign iconPlus sign icon
Frederica Wealth Advisory was founded in 2015.

Frederica Wealth Advisory

Investment ManagementGeorgia, United States2-10 Employees

912-268-2230
5500 Frederica Road Suite 1201
St. Simons Island, GA 31522

https://www.finra.org/#/
https://www.sipc.org/

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Frederica Wealth Advisory is not affiliated with Kestra IS or Kestra AS. 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Investor Disclosures: https://www.kestrafinancial.com/disclosures

Section iconCompany Overview

Headquarters
5500 Frederica Road, Suite 2108
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2015
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Frederica Wealth Advisory's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Frederica Wealth Advisory's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.