365 Wealth Management Group Revenue

Financial Services • Montgomery, Ohio, United States • 1-10 Employees

365 Wealth Management Group revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at 365 Wealth Management Group

Evan Krekeler

Vice President of Business Development

Company overview

Headquarters	9465 Montgomery Rd, Cincinnati, Ohio 45242, US
Phone number	+15138800002
Website	365wmg.com
NAICS	52
Keywords	Group Retirement Plans, Retirement Planning, Wealth Management, College Savings, Investment Advisor, 401K Planning
Employees	1-10

365 Wealth Management Group Email Formats

365 Wealth Management Group uses 2 email formats. The most common is {first initial} (e.g., j@365wmg.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@365wmg.com	75%
{first name}	john@365wmg.com	25%

About 365 Wealth Management Group

Your financial advisor must have your confidence and trust. What sets 365 Wealth Management apart from other financial advisory firms is its status as an independent advisory firm and its high ethical standards. Our advisors act as a fiduciary for you, our clients. As a fee-based investment firm, we are required to act in our client's best interest at all times. Our advisors have no proprietary products to sell and our interests are the same as our clients. At 365 Wealth Management, we focus on establishing a strong one-on-one relationship with you to help you achieve your important financial goals. Knowing you and your goals helps us attain your financial objectives and stay within your risk tolerance range. We help you plan for important life events, such as growing a family, college education, dream vacations and retirement. Our objective is to help you plan prudently for the long-term.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

365 Wealth Management Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

365 Wealth Management Group has never raised funding before.

365 Wealth Management Group Tech Stack

Discover the technologies and tools that power 365 Wealth Management Group's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Site Kit

Analytics

Vimeo

Video players

Matomo Analytics

Analytics

Swiper

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

365 Wealth Management Group is located in Montgomery, Ohio, US.

You can reach 365 Wealth Management Group at +15138800002.

365 Wealth Management Group generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

365 Wealth Management Group has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

365 Wealth Management Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at 365 Wealth Management Group

Evan Krekeler

Vice President of Business Development

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