30,000 Ft. Wealth Management

30,000 Ft. Wealth Management is a Sterling Heights, Michigan-based registered investment advisory firm offering holistic financial, retirement, estate, and business planning services to individuals, business owners, and corporate employee groups across five U.S. states.

Company typePrivate
Founded-
HeadquartersSterling Heights, United States
Headcount1–10
GTM typeB2C
OfferingServices

What 30,000 Ft. Wealth Management does

30,000 Ft. Wealth Management is a privately held, fee-based registered investment advisory firm headquartered in Sterling Heights, Michigan, specializing in pre- and post-retirement planning, estate planning, wealth accumulation, business planning, and executive benefits. The firm is led by President Jeffrey Manzella (CFP®, Series 7 and 66 licensed) and operates with a six-person team including two advisors, a financial planning associate, a new business processor, and a client liaison manager. Securities and investment advisory services are delivered through a broker-dealer relationship with Osaic Wealth, Inc. (Member FINRA/SIPC), with supervisory infrastructure provided by Michigan Financial Companies.

The firm runs a structured 7-step client journey process branded around an altitude metaphor (50,000 Ft strategic vision down to Ground Level implementation) and offers a full suite of services: holistic financial planning, investment management, retirement planning, tax planning, insurance planning, estate planning, and business-owner services including 401(k) plan services, succession planning, cash balance plans, and profit sharing plans. Client-facing technology is limited to third-party platforms — eMoney for financial planning and Emaplan for account management — with no proprietary technology product disclosed.

Revenue is generated through recurring advisory fees on managed assets and planning fees, though specific schedules are not publicly disclosed. Go-to-market combines direct advisory sales, educational webinars and workshops (including dedicated programming for General Motors and BAE Systems employees), and a Trusted Business Alliance referral program that recruits CPAs, tax firms, attorneys, and insurance agencies as compensated partners. The firm is licensed to serve individual clients across five states (Connecticut, Florida, Illinois, Michigan, and Texas).

30,000 Ft. Wealth Management firmographics

Firmographics

Name: 30,000 Ft. Wealth Management
Legal name: 30,000 Ft. Wealth Management
Website: https://30kwealth.com
Company type: Private
Operating status: Operating
Headcount range: 1–10 employees
Short description: 30,000 Ft. Wealth Management is a Sterling Heights, Michigan-based registered investment advisory firm offering holistic financial, retirement, estate, and business planning services to individuals, business owners, and corporate employee groups across five U.S. states.
Ownership category
akta.pro rank

30,000 Ft. Wealth Management industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
akta.pro secondary industries: Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

Retirement planning services
Investment advisory services
Financial planning services
Estate planning services
Wealth management services

Where 30,000 Ft. Wealth Management is headquartered

Location

Headquarters

HQ city: Sterling Heights
HQ country: United States
HQ region: North America

Offices1 record

Markets served

30,000 Ft. Wealth Management business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Financial Advisory & Planning Services: The firm operates as a registered investment advisor and financial planning practice, generating revenue through advisory fees for comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning services. Services are provided to individuals, business owners, and through trusted alliance partnerships. Securities and investment advisory services are offered through Osaic Wealth, Inc., Member FINRA, SIPC.

Go-to-market motion3 records

Distribution channels4 records

Marketing channels10 records

30,000 Ft. Wealth Management product offering

Product offering

Core offering

30,000 Ft. Wealth Management is a registered investment advisor delivering holistic, fiduciary financial planning and investment management to individuals, business owners, and corporate employee groups (notably General Motors and BAE Systems employees). Services span retirement planning, investment strategies, tax planning, insurance planning, and estate planning, structured around a 7-step personalized advisory process. Securities and investment advisory services are offered through Osaic Wealth, Inc., Member FINRA/SIPC, with client accounts accessed through the eMoney (Emaplan) portal.

Product overview

30,000 Ft. Wealth Management offers a comprehensive suite of financial advisory services organized around their signature 7-step planning process (ranging from 50,000 Ft strategic vision to Ground Level implementation). Their core services include Holistic Financial Planning, Investment Management, Retirement Planning, Tax Planning, Insurance Planning, and Estate Planning for individual clients. For business clients, they provide 401(k) Plan Services, Succession Planning, Cash Balance Plans, and Profit Sharing Plans. The firm also operates a Trusted Business Alliance Program for professional partners. Clients access their accounts through a digital portal powered by eMoney.

Differentiator

Problem solved

Functional benefit

Products and services

Holistic Financial Planning
Investment Management
Retirement Planning
Tax Planning
Insurance Planning
Estate Planning
401(k) Plan Services
Succession Planning
Cash Balance Plans
Profit Sharing Plans
Trusted Business Alliance Program
Client Portal (eMoney)

Quantifiable outcome

Multiple clients report 10-15+ year ongoing relationships with the firm
+1 more outcomes

Companies that use 30,000 Ft. Wealth Management

Customer profile

Named customers5 records

Segments5 records

Ideal customer profiles5 records

30,000 Ft. Wealth Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

30,000 Ft. Wealth Management partnerships and signals

Strategic signal

Partnerships

Nine partnerships are on record, tiered core and supporting.

Osaic Wealth, Inc.coreTechnology or IntegrationBroker Dealer that provides business processing as well as compliance and technology resources to independent advisor practices. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., Member FINRA, SIPC. This is the primary registered investment advisor affiliation for the firm.
National Financial Services LLC (Fidelity Investments Company)coreTechnology or IntegrationA Fidelity Investments Company that backs financial professionals by providing critical trade processing, clearance, client reporting, and systems work. Headquarters in Boston, MA. Provides backend brokerage infrastructure supporting client accounts.
Michigan Financial CompaniescoreStrategic or Co-development PartnerOffice of Supervisory Jurisdiction providing support to 150+ Advisors & Staff across 30 Branch Offices in 8 States. Headquarters in Southfield, MI. Jerad LaParl is an Investment Advisor Representative affiliated with Michigan Financial Companies. Provides supervisory and operational infrastructure for the advisory practice.
CPAs and Tax Firms (Trusted Business Alliance)supportingGTM or Marketing PartnerAccountants and tax professionals join the Trusted Business Alliance Program to offer comprehensive financial planning services to their existing client base. The firm provides access to its process, system, and resource library, enabling CPAs to expand service offerings without hiring new staff. Partners receive referral fees or compensation for client referrals.
Health Insurance Providers (Trusted Business Alliance)supportingGTM or Marketing PartnerHealth insurance providers participate in the Trusted Business Alliance Program, referring clients seeking comprehensive financial planning. The firm compensates partners for referrals through its financial compensation for partnerships program.
Property and Casualty Insurance Experts (Trusted Business Alliance)supportingGTM or Marketing PartnerIndependent property and casualty agencies join the Trusted Business Alliance Program, referring clients and receiving compensation for partnerships. The alliance enables agencies to offer complete financial planning services to complement their insurance offerings.
Attorneys (Trusted Business Alliance)supportingGTM or Marketing PartnerAttorneys participate in the Trusted Business Alliance Program, collaborating with the firm to provide clients with comprehensive financial and legal planning. Mutual referral relationships enable attorneys to offer financial planning services while the firm directs clients for legal planning needs.
General MotorssupportingGTM or Marketing PartnerThe firm offers dedicated webinar programming for General Motors employees on topics including Roth retirement strategies, asset allocation within 401(k) plans, and fiduciary financial guidance. GM employees are a specific target client segment, with webinars registered through Zoom. Note: 'Webinar is neither sponsored nor endorsed by General Motors.'
BAE SystemssupportingGTM or Marketing PartnerThe firm offers dedicated webinar programming for BAE Systems employees on retirement planning topics. BAE employees represent a specific target client segment. Note: 'Webinar is neither sponsored nor endorsed by BAE.'

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

30,000 Ft. Wealth Management competitors and assessment

Company assessment

Broad incumbents

Edward Jones: Large national financial advisory firm with a focus on mass-affluent and retirement planning. Comparable to 30,000 Ft. in its retirement-first, fiduciary-adjacent positioning and broad-based, in-person advisory model, but operates at vastly greater scale with thousands of branch offices.
Northwestern Mutual: Major US financial services firm combining wealth management, retirement planning, and insurance. Comparable to 30,000 Ft. in its holistic, relationship-driven advisory approach with insurance integration, but at a significantly larger scale and with proprietary insurance and investment products.
Fidelity Wealth Management: Large brokerage and wealth advisory firm offering investment management, retirement planning, and financial planning to mass-affluent clients. Comparable in retirement plan focus and use of integrated digital tools (similar to 30,000 Ft.'s eMoney stack), but with massive scale and proprietary technology.
Schwab Wealth Advisory: Charles Schwab's managed-account and advisory service for mass-affluent and HNW clients. Comparable in targeting retirement-age investors with managed portfolios and financial planning, but competes via scale and lower-cost digital delivery.
Mariner Wealth Advisors: National RIA offering comprehensive financial planning, retirement, tax, and estate services to mass-affluent and HNW clients. Comparable holistic service model and fiduciary positioning, but operates at enterprise scale with significantly more AUM and advisor headcount.
Ameriprise Financial: Diversified wealth and asset management firm serving mass-affluent and HNW clients. Comparable in offering holistic financial planning, retirement, and investment management, but operates through a much larger branch and advisor network with broader product capabilities.
Creative Planning: Large independent RIA providing holistic financial planning, retirement, tax, and investment management. Comparable in fiduciary, holistic approach and mass-affluent/HNW focus, though at far larger scale (>$200B AUM) and with integrated proprietary technology.

Direct peers

Cetera Advisor Networks: Independent advisor network and OSJ that supports independent financial advisors with compliance, technology, and back-office infrastructure. Directly comparable to the Michigan Financial Companies OSJ that 30,000 Ft. leverages, and supports many small RIAs with similar holistic retirement-focused practices.
LPL Financial: Largest independent broker-dealer supporting thousands of independent financial advisors and small RIAs. Directly comparable to 30,000 Ft.'s structure as an independent practice, though 30,000 Ft. is affiliated with Osaic Wealth rather than LPL.
Carson Group: Advisor support platform serving independent financial advisors through coaching, technology, and OSJ services. Comparable to 30,000 Ft.'s position as an independent firm leveraging a larger OSJ (Michigan Financial Companies) for compliance and operational support.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

30,000 Ft. Wealth Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

30,000 Ft. Wealth Management leadership team

Management profile

Number of profiles

Profiles6 records

30,000 Ft. Wealth Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

30,000 Ft. Wealth Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 30,000 Ft. Wealth Management

What does 30,000 Ft. Wealth Management do?

Is 30,000 Ft. Wealth Management a public or private company?

30,000 Ft. Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was 30,000 Ft. Wealth Management founded?

30,000 Ft. Wealth Management was founded in -1. It employs 1 to 10 people.

Where is 30,000 Ft. Wealth Management based?

30,000 Ft. Wealth Management is headquartered in Sterling Heights, United States, in the North America region.

How does 30,000 Ft. Wealth Management make money?

One revenue line is on record: financial Advisory & Planning Services.

Who are 30,000 Ft. Wealth Management's main competitors?

Broad incumbents on record are Edward Jones, Northwestern Mutual, Fidelity Wealth Management, Schwab Wealth Advisory, Mariner Wealth Advisors, Ameriprise Financial and Creative Planning. Direct peers are Cetera Advisor Networks, LPL Financial and Carson Group.

Does 30,000 Ft. Wealth Management have an API?

No public API is recorded for 30,000 Ft. Wealth Management.

What industry is 30,000 Ft. Wealth Management in?

30,000 Ft. Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 52394 and its SIC code is 6282.