Ascent Wealth Partners Revenue

Financial Services • Grand Rapids, Michigan, United States • 11-20 Employees

Ascent Wealth Partners revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	No funding

Key Contacts at Ascent Wealth Partners

Brianna Vandermeer Walter

Director Of Client Relations & Marketing

Nate Palace

Director Of Operations & Planning

Company overview

Headquarters	333 Bridge St NW, Suite 1200, Grand Rapids, Michigan 49504, US
Phone number	+14142711444
Websites	nm.com ascentwealthpartners.com
NAICS	52
Employees	11-20
Socials

Ascent Wealth Partners Email Formats

Ascent Wealth Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 88.2% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	100%

About Ascent Wealth Partners

At Ascent Wealth Partners, we help decrease the distraction of complex financial planning to allow you to invest your time and energy in the things that matter most. Who We Serve: Executive Leaders Closely-Held Business Owners Personal Wealth Services Financial Planning Investment Advisory Services Retirement Planning Insurance Selection Trust Services Business Planning Services: Business Continuation Planning Employee Benefits Executive Benefits Qualified Plan Design + Implementation Ross Hoezee, Stephen Lowe, and Justin Haan use Ascent Wealth Partners as a marketing name for doing business as representatives of Northwestern Mutual. Ascent Wealth Partners is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ross Hoezee, Stephen Lowe, and Justin Haan are Insurance Agents of NM.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Partner

Director

Employees by Department

Ascent Wealth Partners has 11 employees across 2 departments.

Departments

Number of employees

Funding Data

Ascent Wealth Partners has never raised funding before.

Frequently asked questions

Ascent Wealth Partners is located in Grand Rapids, Michigan, US.

You can reach Ascent Wealth Partners at +14142711444.

Ascent Wealth Partners generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.

Ascent Wealth Partners has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contacts at Ascent Wealth Partners

Brianna Vandermeer Walter

Director Of Client Relations & Marketing

Nate Palace

Director Of Operations & Planning

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