Baker Wealth Strategies Revenue

Financial Services • Houston, Texas, United States • 1-10 Employees

Baker Wealth Strategies revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Baker Wealth Strategies

Jammie Lowe

Director of Investments and Chief Compliance Officer

Company overview

Headquarters	13100 Wortham Center Drive, 3rd Floor, Houston, TX 77065, US
Phone number	+12812238109
Website	bakerwealthstrategies.com
NAICS	52
Keywords	Annuities, Retirement Planning, Long Term Care, Power Of Zero
Founded	2013
Employees	1-10
Socials

Baker Wealth Strategies Email Formats

Baker Wealth Strategies uses 1 email format. The most common is {first initial} (e.g., j@bakerwealthstrategies.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@bakerwealthstrategies.com	100%

About Baker Wealth Strategies

Baker Wealth Strategies is a wealth management firm that partners with tax professionals to retain and grow high-net-worth clients, specifically business owners. Tax professionals face high expectations and requests for services they don’t have the time or expertise to provide. That’s where we come in. Think of us as a back office team that adds comprehensive wealth management to your pitch deck: investment management, risk mitigation, and tax-efficient retirement solutions with expertise in estate planning and trusts. Contact us, and let’s talk. Tell us about your goals and clients, and we’ll discuss the clients we work with. If there’s alignment, there’s a great chance for a lasting and productive partnership.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Baker Wealth Strategies has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Baker Wealth Strategies has never raised funding before.

Baker Wealth Strategies Tech Stack

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

MediaElement.js

Video players

Site Kit

Analytics

jQuery Mobile

Mobile frameworks

jQuery Migrate

JavaScript libraries

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Frequently asked questions

Baker Wealth Strategies is located in Houston, Texas, US.

You can reach Baker Wealth Strategies at +12812238109.

Baker Wealth Strategies generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Baker Wealth Strategies has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Baker Wealth Strategies was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Baker Wealth Strategies

Jammie Lowe

Director of Investments and Chief Compliance Officer

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