Aligned Wealth Strategies Revenue

Financial Services • Aurora, Colorado, United States • 1-10 Employees

Aligned Wealth Strategies revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Aligned Wealth Strategies

Alexa Brascetta

President and Wealth Advisor

Company overview

Headquarters	Aurora, Colorado, United States
Website	alignedws.com
NAICS	52
Keywords	Insurance Planning, Wealth Management, Divorce, Wealth Transfer, Financial Planning, Investment Management, Life Transitions, Equity Compensation, Widowhood
Founded	2023
Employees	1-10

About Aligned Wealth Strategies

Your values are at play every time you spend or save a dollar. Every goal you aspire to has a purpose behind it. But too often, in the hustle and bustle of life, the values we hold most dear and how we handle our money aren’t on the same page. At Aligned Wealth Strategies, our sole purpose is to help you align your money with what you value most. We believe you can only find the path to true wealth when you clearly articulate what matters most to you and match your financial plan to that critical knowledge. From those who are already crystal clear on what matters in their lives to those who need help identifying these values together, we’ll start your financial plan with what’s most important to you. Then the money will follow that line to create true alignment in your life.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Aligned Wealth Strategies has never raised funding before.

Frequently asked questions

Aligned Wealth Strategies is located in Aurora, Colorado, US.

Aligned Wealth Strategies generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Aligned Wealth Strategies has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Aligned Wealth Strategies was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Aligned Wealth Strategies

Alexa Brascetta

President and Wealth Advisor

4.8

40,000 users