Insights

Acquisition Context Tedstrom Wealth Advisors was acquired by Merit Financial Group in April 2022 for 381 million, indicating a transition in ownership and potential integration opportunities with Merit’s platform and client base.

Growth Gap With a small team of 2-10 employees and revenue under one million, there is potential for scalable technology, process automation, and outsourced support services to enable growth without proportional headcount increases.

Tech Enablement Current tech stack includes common web analytics and UI tools (Hotjar, Google Analytics, jQuery, Modernizr, etc.), suggesting openness to modernization partnerships, CRM/marketing automation, and security/compliance enhancements for financial advisory operations.

Regulatory Reach Securities offered through LPL Financial and availability across numerous states imply a regulated advisory model; opportunities exist to offer back-office compliance services, custodian integrations, and regulatory technology to streamline operations.

Market Position Operating in financial planning with a focus on reducing uncertainty and emotion in money management positions the firm for partnerships around client education platforms, financial planning tools, and value-add services for high-net-worth transitions.

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Tedstrom Wealth Advisors Tech Stack

Tedstrom Wealth Advisors uses 8 technology products and services including Hotjar, Font Awesome, Google Fonts API, and more. Explore Tedstrom Wealth Advisors's tech stack below.

Hotjar
Analytics
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
FancyBox
Javascript Libraries
jQuery
Javascript Libraries
Modernizr
Javascript Libraries
Google Analytics
Web Analytics
AddThis
Widgets

Media & News

Merit Financial Group acquired Tedstrom Wealth Advisors, Inc. for $381M on Apr 5th '22.
Merit Financial Advisors ("Merit"), a Georgia -based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, today announced it has acquired Tedstrom Wealth Advisors, Inc. ("Tedstrom Wealth") and I.M. Wealth Care, LLC ("IMWC").
Apr 05, 2022 | www.prnewswire.com

Tedstrom Wealth Advisors's Email Address Formats

Tedstrom Wealth Advisors uses at least 0 email formats:

Tedstrom Wealth Advisors Email Formats	Example	Percentage

Frequently Asked Questions

What is Tedstrom Wealth Advisors's official website and social media links?

Tedstrom Wealth Advisors's official website is tedstromwealth.com and has social profiles on LinkedIn.

How much revenue does Tedstrom Wealth Advisors generate?

As of July 2026, Tedstrom Wealth Advisors's annual revenue is estimated to be <$1M.

What is Tedstrom Wealth Advisors's NAICS code?

Tedstrom Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Tedstrom Wealth Advisors have currently?

As of July 2026, Tedstrom Wealth Advisors has approximately 6 employees across 1 continents, including North America. Key team members include Advisor Assistant: R. S. Explore Tedstrom Wealth Advisors's employee directory with LeadIQ.

What industry does Tedstrom Wealth Advisors belong to?

Tedstrom Wealth Advisors operates in the Financial Services industry.

What technology does Tedstrom Wealth Advisors use?

Tedstrom Wealth Advisors's tech stack includes Hotjar, Font Awesome, Google Fonts API, FancyBox, jQuery, Modernizr, Google Analytics and AddThis.

When was Tedstrom Wealth Advisors founded?

Tedstrom Wealth Advisors was founded in 2018.

Tedstrom Wealth Advisors

Q: How many employees does Tedstrom Wealth Advisors have currently?

Tedstrom Wealth Advisors has approximately 6 employees.

Q: What industry does Tedstrom Wealth Advisors belong to?

Tedstrom Wealth Advisors operates in the Financial Services industry.

Q: What technology does Tedstrom Wealth Advisors use?

Tedstrom Wealth Advisors's tech stack includes Modernizr, FancyBox, Hotjar, Google Fonts API, Font Awesome.

Q: When was Tedstrom Wealth Advisors founded?

Tedstrom Wealth Advisors was founded in 2018.

Q: What is Tedstrom Wealth Advisors's NAICS code?

Tedstrom Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States2-10 Employees

Tedstrom Wealth Advisors is a financial services firm based in Denver, Colorado, offering a client-focused approach to financial planning. The company emphasizes reducing uncertainty and complexity through structured processes, clear communication, and visual tools, aiming to alleviate fear and anxiety related to money management. Securities are provided through LPL Financial, while Tedstrom Wealth Advisors itself delivers financial planning as a registered investment adviser distinct from LPL. The business operates in a professional services niche that caters to individuals seeking organized, education-driven planning rather than transactional advice alone. The firm’s footprint is small, positioned within the broader wealth management industry, and it has previously expanded its profile through an acquisition reported in early 2022.