Socratic Better Wealth
Financial Services, 1121 Situs Court; Suite 300, Raleigh, North Carolina, 27612, United States, 11-50 Employees
Phone Number: 91********
Who is SOCRATIC BETTER WEALTH
We believe that theres a better way for people to manage their finances and plan for their future that evolves from a broader interpretation of what makes each of us wealthy. We call this...
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Headquarters: 1121 Situs Court; Suite 300, Raleigh, North Carolina, 27612, United States
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Date Founded: 2017
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Employees: 11-50
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
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Frequently Asked Questions Regarding Socratic Better Wealth
Answer: Socratic Better Wealth's headquarters are located at 1121 Situs Court; Suite 300, Raleigh, North Carolina, 27612, United States
Answer: Socratic Better Wealth's phone number is 91********
Answer: Socratic Better Wealth's official website is https://socraticbetterwealth.com
Answer: Socratic Better Wealth's revenue is $1 Million to $5 Million
Answer: Socratic Better Wealth has 11-50 employees
Answer: Socratic Better Wealth is in Financial Services
Answer: Socratic Better Wealth contact info: Phone number: 91******** Website: https://socraticbetterwealth.com
Answer: We believe that theres a better way for people to manage their finances and plan for their future that evolves from a broader interpretation of what makes each of us wealthy. We call this approach Better Wealth, and it fuels our established method for investment advising and asset management. Much like the ancient Greek teacher Socrates, our process begins by asking questions about tangibles like assets and obligations, but also about intangibles like expectations, priorities, and future plans. Just as important, we expect our clients to ask us questions and rely on us for thoughtful answers and professional advice. This ongoing dialogue reveals each individuals path to Better Wealth and ultimately, to financial confidence. Securities are offered through LPL Financial, Member FINRA/SIPC. Socratic Better Wealth is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.
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