9258 Wealth Management Revenue

Financial Services • Blue Ash, Ohio, United States • 1-10 Employees

9258 Wealth Management revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contacts at 9258 Wealth Management

Tom Finley

Vice President Director Of Operations

Bill Groth

Executive Vice President, Director - Estate Planning

Company overview

Headquarters	4420 Cooper Rd, Suite 100, Cincinnati, OH 45242, US
Website	9258wealth.com
NAICS	52
Founded	2018
Employees	1-10

About 9258 Wealth Management

Our goal is to provide a level of investment advisory intellect and service that will help you achieve your short-term and long-term goals, such as retirement planning and thoughtful wealth creation.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Manager

Employees by Department

9258 Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

9258 Wealth Management has never raised funding before.

9258 Wealth Management Tech Stack

Discover the technologies and tools that power 9258 Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Gravity Forms

Form builders

Vimeo

Video players

Swiper

JavaScript libraries

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Frequently asked questions

9258 Wealth Management is located in Blue Ash, Ohio, US.

9258 Wealth Management generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

9258 Wealth Management has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

9258 Wealth Management was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

9258 Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at 9258 Wealth Management

Tom Finley

Vice President Director Of Operations

Bill Groth

Executive Vice President, Director - Estate Planning

4.8

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