BlueRock Wealth Management Revenue

Financial Services • Collingwood, Ontario, Canada • 11-20 Employees

BlueRock Wealth Management revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contact at BlueRock Wealth Management

Leon Nesbitt

Ifa/Owner

Company overview

Headquarters	115 Hurontario Street, Ste 201, Collingwood, Ontario L9Y 2L9, CA
Phone number	+17054435599
Website	bluerockwealth.ca
NAICS	52
Keywords	Trusts, Employee Benefits, Individual Health Insurance, Business Valuation, Retirement Planning, Insurance, Estate Planning, Corporate Benefits, Financial Planning, Group Pensions, Corporate Planning, Private Wealth, Group Benefits, Healthcare Spending Accounts, Financial Life Planning, Corporate Reorganization, Retirement Compensation Arrangements, Business Overview Analysis, Incorporation Setup And Registration, Medical Trusts
Founded	2012
Employees	11-20
Socials

BlueRock Wealth Management Email Formats

BlueRock Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@bluerockwealth.ca), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@bluerockwealth.ca	66.7%
{first name}	john@bluerockwealth.ca	33.3%

About BlueRock Wealth Management

Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management. Our team of knowledgeable associates offer a full suite of financial services for every step in your personal life and business’s journey. From corporate planning to retirement preparation, we concentrate on creating a practical, sound road map to help you reach your financial destination. We specialize in creating clarity, confidence, and focus and understand the true value of your wealth cannot be measured in monetary terms alone. Enrich the quality of your life and the people around you with our personal and business financial planning solutions backed by more than 30 years of experience in Collingwood, Ontario.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

BlueRock Wealth Management has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

BlueRock Wealth Management has never raised funding before.

Frequently asked questions

BlueRock Wealth Management is located in Collingwood, Ontario, CA.

You can reach BlueRock Wealth Management at +17054435599.

BlueRock Wealth Management generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

BlueRock Wealth Management has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

BlueRock Wealth Management was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

BlueRock Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at BlueRock Wealth Management

Leon Nesbitt

Ifa/Owner

4.8

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