Blue Duck Wealth Management

Financial Services • Roswell, Georgia, United States • 1-10 Employees

Company overview

Headquarters	1145 Hembree Road, Roswell, GA 30076, US
Website	blueduckwm.com
NAICS	52
SIC	874
Keywords	Mentoring, Advisor Education, Marketing Resources
Founded	2016
Employees	1-10

Key Contact at Blue Duck Wealth Management

Missy Mayer

Regional Vice President

About Blue Duck Wealth Management

BlueDuck Wealth Management is an SEC-registered RIA, leading the industry with personalized service in wealth management, marketing, technology, business mentoring, education, and compliance. Built for advisors by advisors, BlueDuck understands the struggles advisors face on a day to day basis while working to grow their practice, and is exclusively dedicated to working with advisors ready to overcome the challenges. Unique to the industry, BlueDuck is designed to help advisors reach their goals without compromising their values. The elite platform is focused on uniting financial advisors who share the same moral vision towards building their practice.

Blue Duck 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Blue Duck Wealth Management has never raised funding before.

Frequently asked questions

Blue Duck Wealth Management is located in Roswell, Georgia, US.

Blue Duck Wealth Management was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Blue Duck Wealth Management

Missy Mayer

Regional Vice President

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