1792 Wealth Advisors Revenue

Financial Services • New York Metro, United States • 11-20 Employees

1792 Wealth Advisors revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Key Contact at 1792 Wealth Advisors

Lisa Kain

Transition Director

Company overview

Headquarters	New York Metro, United States
Phone number	+19083344911
Website	join1792.com
NAICS	52
SIC	628
Keywords	Families, Retirees, Family Offices, Non Profits, Business Owners, Health Care Professionals, Sudden Wealth, Endowments & Foundations, Women Investors, Corporate Retirement Plans, Corporate Executives
Founded	2017
Employees	11-20
Socials

1792 Wealth Advisors Email Formats

1792 Wealth Advisors uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@1792wealthadvisors.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@1792wealthadvisors.com	100%

About 1792 Wealth Advisors

1792 Wealth Advisors is a practice founded, built, and managed by advisors who have made the journey to independence. We know what you’re going through because we’re going through the same thing every day, too. Financial advisors with an entrepreneurial mindset seeking the next step in their career path frequently turn to the supported independence model. It’s easy to see why; frustrated by the constraints and transaction-oriented culture found in wirehouses or other financial services firms, advisors can see that their clients would be better served if they had the freedom to be truly client-centric and act in their best interest. Our partnership delivers a higher payout while simultaneously enhancing the long-term enterprise value of your practice. Partnering with 1792 isn't just a career move - it's a wealth-building strategy. Disclosures: Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Vice President

Director

Employees by Department

1792 Wealth Advisors has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

1792 Wealth Advisors has never raised funding before.

Frequently asked questions

1792 Wealth Advisors is located in New York Metro, US.

You can reach 1792 Wealth Advisors at +19083344911.

1792 Wealth Advisors generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.

1792 Wealth Advisors has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

1792 Wealth Advisors was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

1792 Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at 1792 Wealth Advisors

Lisa Kain

Transition Director

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