BayView Private Wealth Revenue

Financial Services • Destin, Florida, United States • 1-10 Employees

BayView Private Wealth revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at BayView Private Wealth

Mark Dutram

President

Company overview

Headquarters	1234 Airport Rd, Suite 121, Destin, Florida 32541, US
Phone number	+17273696151
Website	bayviewwealth.com
NAICS	52
Keywords	Risk Management, Financial Literacy, Education Planning, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Military Families, Charitable Giving, Financial Education Classes
Founded	2019
Employees	1-10
Socials

BayView Private Wealth Email Formats

BayView Private Wealth uses 2 email formats. The most common is {first initial} (e.g., j@bayviewwealth.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@bayviewwealth.com	75%
{first name}	john@bayviewwealth.com	25%

About BayView Private Wealth

Bayview Private Wealth helps a select group of clients with the planning and protection of what’s dearest to them: their family, business, money, possessions, and legacy. We work with founders, presidents, and CEOs of companies, helping their businesses develop strategies for success in cash management, employee benefits, employee retention, or succession planning. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Intern

Manager

Employees by Department

BayView Private Wealth has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

BayView Private Wealth has never raised funding before.

Frequently asked questions

BayView Private Wealth is located in Destin, Florida, US.

You can reach BayView Private Wealth at +17273696151.

BayView Private Wealth generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

BayView Private Wealth has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

BayView Private Wealth was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at BayView Private Wealth

Mark Dutram

President

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