Insights

Personalized Wealth Strategies Hummingbird Wealth Management specializes in tailored financial planning and relationship-based client service, indicating an opportunity to offer advanced client engagement tools, CRM integrations, or financial planning software to enhance personalized service delivery.

Technology Stack Adoption Utilizing cloud services like AWS and Cloudflare, along with website optimization tools, presents a potential for selling additional cloud-based cybersecurity, website performance, or infrastructure solutions to support their digital presence and data security.

Growth Potential With a revenue range of 1 to 10 million and a small team, the company is poised for expansion, making it a good candidate for scale-up solutions such as marketing automation, client acquisition platforms, or financial analytics tools.

Industry Alignment Operating in the competitive investment management sector alongside large firms like Fidelity and Charles Schwab, they may benefit from advanced compliance, regulatory technology, or competitive analytics services to enhance their market positioning.

Relationship Focus A strong emphasis on trust and client relationships suggests opportunities to introduce client experience solutions, engagement platforms, or educational content services that reinforce their personalized approach and enhance client retention.

Similar companies to Hummingbird Wealth Management

Hummingbird Wealth Management Tech Stack

Hummingbird Wealth Management uses 8 technology products and services including Amazon Web Services, Unpkg, Cloudflare CDN, and more. Explore Hummingbird Wealth Management's tech stack below.

Amazon Web Services
Cloud Hosting
Unpkg
Content Delivery Network
Cloudflare CDN
Content Delivery Network
Google Fonts API
Font Scripts
JSON-LD
Javascript Frameworks
jQuery
Javascript Libraries
Site24x7
Real User Monitoring
Cloudflare Bot Management
Security

Media & News

Hummingbird Wealth Management's Email Address Formats

Hummingbird Wealth Management uses at least 1 format(s):

Hummingbird Wealth Management Email Formats	Example	Percentage
First@hummingbirdwealth.com	John@hummingbirdwealth.com	40%
FLast@hummingbirdwealth.com	JDoe@hummingbirdwealth.com	10%
First@hummingbirdwealth.com	John@hummingbirdwealth.com	40%
FLast@hummingbirdwealth.com	JDoe@hummingbirdwealth.com	10%

Frequently Asked Questions

What is Hummingbird Wealth Management's phone number?

You can contact Hummingbird Wealth Management's main corporate office by phone at

+1-301-304-****

. 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 Hummingbird Wealth Management's official website and social media links?

Hummingbird Wealth Management's official website is hummingbirdwealth.com and has social profiles on LinkedIn.

What is Hummingbird Wealth Management's NAICS code?

Hummingbird Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Hummingbird Wealth Management have currently?

As of December 2025, Hummingbird Wealth Management has approximately 4 employees across 1 continents, including North America. Key team members include Financial Advisor: L. B.Certified Divorce Financial Analyst®: L. E. J.Financial Advisor: B. L.. Explore Hummingbird Wealth Management's employee directory with LeadIQ.

What industry does Hummingbird Wealth Management belong to?

Hummingbird Wealth Management operates in the Investment Management industry.

What technology does Hummingbird Wealth Management use?

Hummingbird Wealth Management's tech stack includes Amazon Web ServicesUnpkgCloudflare CDNGoogle Fonts APIJSON-LDjQuerySite24x7Cloudflare Bot Management.

What is Hummingbird Wealth Management's email format?

Hummingbird Wealth Management's email format typically follows the pattern of First@hummingbirdwealth.com. Find more Hummingbird Wealth Management email formats with LeadIQ.

When was Hummingbird Wealth Management founded?

Hummingbird Wealth Management was founded in 2013.

Hummingbird Wealth Management

Q: How many employees does Hummingbird Wealth Management have currently?

Hummingbird Wealth Management has approximately 4 employees.

Q: What technology does Hummingbird Wealth Management use?

Hummingbird Wealth Management's tech stack includes Google Maps, Modernizr, Datadog, Google Fonts API, FMG Suite.

Investment ManagementMaryland, United States2-10 Employees

I have built my practice working with individuals to define and work toward their goals. I believe my responsibility to my clients is to help them build a solid foundation on which to make their financial decisions. I make certain that my client's needs are taken care of with the highest level of attention. I work with my clients to develop a personalized wealth management plan, focusing on in-depth financial strategies and a relationship that is built on trust. I have been in the financial services industry since 1987. I currently reside in Frederick, Maryland with my husband and 3 sons. 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Hummingbird Wealth Management and Cambridge are not affiliated.