Bannerman Wealth
Investment Management • 
Lewisville, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 2560 King Arthur Blvd, Suite 124-46, Lewisville, TX 75056, US |
| Phone number | +12149194448 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at Bannerman Wealth
Josh Bannerman
Certified Financial Planner - Founder & Managing Partner
Bannerman Wealth Email Formats
Bannerman Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@bannermanwealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bannermanwealth.com | 66.7% |
{first name}{last name} | johndoe@bannermanwealth.com | 33.3% |
About Bannerman Wealth
Bannerman Wealth is a premier, full service, wealth management firm that specializes in working with individuals and small business owners. Our team helps families transition from the accumulation stage to the distribution stage of their financial lives
Bannerman Wealth revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Bannerman Wealth has never raised funding before.
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