BEAM / BGA Wealth Revenue

Financial Services • Covington, Louisiana, United States • 21-50 Employees

BEAM / BGA Wealth revenue & valuation

Annual revenue	$18,200,000
Revenue per employee	$490,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$58,000,000
Total funding	No funding

Key Contacts at BEAM / BGA Wealth

Theresa Kovach

Director Of Marketing

Elizabeth Simon

Director Of Customer Service

Anna Lee

Owner

Company overview

Headquarters	72096 Ramos Ave., Suite D, Covington, LA 70433, US
Phone number	+19858931440
Website	beamwealth.com
NAICS	52
SIC	628
Keywords	Investment Advice, Financial Planning, Investment Management
Employees	21-50
Socials

BEAM / BGA Wealth Email Formats

BEAM / BGA Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@beamwealth.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@beamwealth.com	50%
{first name}{last name}	johndoe@beamwealth.com	50%

About BEAM / BGA Wealth

For more than 35 years, we’ve served the financial needs of clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and unbiased guidance from experienced independent advisors. A Registered Investment Advisor Please see www.beamwealth.com for full disclosures. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

BEAM / BGA Wealth has 17 employees across 6 departments.

Departments

Number of employees

Funding Data

BEAM / BGA Wealth has never raised funding before.

BEAM / BGA Wealth Tech Stack

Discover the technologies and tools that power BEAM / BGA Wealth's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Nginx

Reverse proxies

Contact Form 7

Form builders

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

WordPress

Blogs

WPMU DEV Smush

WordPress plugins

jQuery Migrate

JavaScript libraries

Yoast SEO

SEO

Frequently asked questions

BEAM / BGA Wealth is located in Covington, Louisiana, US.

You can reach BEAM / BGA Wealth at +19858931440.

BEAM / BGA Wealth generates an estimated annual revenue of $18,115,077. This revenue figure reflects the company's market position and business performance in its industry.

BEAM / BGA Wealth has an estimated valuation of $58,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

BEAM / BGA Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.