Insights

Client-Centric Approach Hummingbird Wealth Management emphasizes personalized financial planning and building trust-based relationships with individual clients, indicating an opportunity to offer customized wealth management solutions, advanced financial planning tools, or client engagement platforms to enhance their personalized service offerings.

Technology Utilization The company leverages cloud-based services such as Amazon Web Services, Cloudflare, and Google Fonts, suggesting a focus on modern digital infrastructure which presents potential for offering cybersecurity enhancements, data analytics, or digital marketing tools tailored for financial services.

Growth Potential With revenue between one and ten million dollars and a small team of fewer than ten employees, Hummingbird Wealth Management is positioned for expansion, making it a suitable target for scalable financial technology solutions, operational automation tools, or strategic partnership opportunities to support growth.

Industry Alignment Operating within the competitive investment management sector alongside large firms like Fidelity and Vanguard, the firm may benefit from services focused on competitive differentiation such as client acquisition platforms, marketing support, or digital branding solutions tailored for boutique firms.

Regulatory and Security Needs Given its use of multiple online services and adherence to industry standards through registered broker-dealer and RIA affiliations, Hummingbird Wealth Management may require advanced compliance, cybersecurity, or data protection services to meet evolving regulatory demands and safeguard client information.

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 FormatsExamplePercentage
First@hummingbirdwealth.comJohn@hummingbirdwealth.com
40%
FLast@hummingbirdwealth.comJDoe@hummingbirdwealth.com
10%
First@hummingbirdwealth.comJohn@hummingbirdwealth.com
40%
FLast@hummingbirdwealth.comJDoe@hummingbirdwealth.com
10%

Frequently Asked Questions

Where is Hummingbird Wealth Management's headquarters located?

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Hummingbird Wealth Management's main headquarters is located at 9624 Woodsboro Road Frederick, Maryland 21701 United States. The company has employees across 1 continents, including North America.

What is Hummingbird Wealth Management's phone number?

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You can contact Hummingbird Wealth Management'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 Hummingbird Wealth Management's official website and social media links?

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

What is Hummingbird Wealth Management's NAICS code?

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

How many employees does Hummingbird Wealth Management have currently?

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As of March 2026, 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?

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Hummingbird Wealth Management operates in the Investment Management industry.

What technology does Hummingbird Wealth Management use?

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

What is Hummingbird Wealth Management's email format?

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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?

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Hummingbird Wealth Management was founded in 2013.

Hummingbird Wealth Management

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.

Section iconCompany Overview

Headquarters
9624 Woodsboro Road Frederick, Maryland 21701 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Hummingbird Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Hummingbird Wealth Management's revenue is estimated to be in the range of $1M$10M

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