Abundant Wealth Management Revenue

Financial Services • Stamford, Connecticut, United States • 1-10 Employees

Abundant Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Abundant Wealth Management

Tony Brown

President/Founding Partner

Company overview

Headquarters	700 Canal Street, Serendipity Labs, Stamford, CT 06902, US
Website	abundant-wealth.com
NAICS	52
Keywords	Wealth Management, Financial Planning, Retirement Income Planning, Estate & Tax Planning
Founded	2018
Employees	1-10

Abundant Wealth Management Email Formats

Abundant Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@abundant-wealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@abundant-wealth.com	100%

About Abundant Wealth Management

At Abundant Wealth Management, we embrace a holistic approach to Financial Planning and Investment Management. We take the time to understand what is important to you, and only then create a plan that is aligned with your Values & Objectives. By continually stress testing your financial plan, we help create "clarity out of chaos", and instill confidence in knowing your financial future is secure. We believe the financial advisory industry is broken. It can be hard to find someone you trust; it may sometimes be difficult to justify the costs, or instead of financial planning and advice, you may have been sold a financial product. Abundant Wealth Management helps change a broken industry. We are purposely a boutique firm with CERTIFIED FINANCIAL PLANNERS™, offering real planning for a fair fee.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Abundant Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Abundant Wealth Management has never raised funding before.

Frequently asked questions

Abundant Wealth Management is located in Stamford, Connecticut, US.

Abundant Wealth Management generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Abundant Wealth Management has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Abundant 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.

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

Key Contact at Abundant Wealth Management

Tony Brown

President/Founding Partner

4.8

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