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1938 Wealth Advisors

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Wilkes-Barre/Scranton
CRD Number
Website 1938wealth.com
Client types

Overview

1938 Wealth Advisors represents the culmination of decades of dedicated service to Wayne and Susquehanna Counties. Founded in the fall of 2019 by Rick and Aaron, the firm emerged from their desire for independence after years of providing financial services through a Nationwide Insurance agency. This transition allowed them to offer an expanded investment lineup and the flexibility to prioritize their clients' best interests. The name "1938" holds special significance, as it marks the year Rick's grandfather, R.H. Leet, began his business journey, establishing a legacy of family entrepreneurship that continues to inspire the firm.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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