Baird Wealth Management Revenue

Financial Services • Blackhawk, California, United States • 1-10 Employees

Baird Wealth Management 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 Baird Wealth Management

Jerry Baird

President / Registered Principal, LPL Financial

Company overview

Headquarters	Blackhawk, California, United States
Phone number	+19258548834
Websites	bairdwealthmanagement.com bairdwm.com
NAICS	52
SIC	736
Keywords	Wealth Management, Retirement Planning, Corporate Retirement Plans, Certified Financial Planner™
Founded	2010
Employees	1-10
Socials

About Baird Wealth Management

Private Wealth Management & Corporate Retirement Plans We provide our clients Wealth Management services through highly personalized and strategic integration of Financial Planning, Investment Management, and Estate Planning. In addition we help professional practices and corporations perform due diligence on their current corporate retirement plan or design and establish new plans. We have expertise helping law firms, medical practices, and engineering firms establish flexible plans that optimizes contributions for owners and other key employees while minimizing overall plan contribution costs. Serving clients on both coasts, we are available to meet prospective clients in the San Francisco Bay Area, Lake Tahoe, Boston and Raleigh NC.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Baird Wealth Management has never raised funding before.

Baird Wealth Management Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Google Hosted Libraries

CDN

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

FMG Suite

Marketing automation

GoDaddy

Hosting

Google Tag Manager

Tag managers

HSTS

Security

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Frequently asked questions

Baird Wealth Management is located in Blackhawk, California, US.

You can reach Baird Wealth Management at +19258548834.

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

Baird Wealth Management 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.

Baird Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Baird Wealth Management

Jerry Baird

President / Registered Principal, LPL Financial

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