BlueSky Wealth Advisors Revenue

Financial Services • 2131 S Glenburnie Rd, Suite 8, United States • 11-20 Employees

BlueSky Wealth Advisors revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No funding

Key Contact at BlueSky Wealth Advisors

David Blain

Ceo & Senior Wealth Advisor

Company overview

Headquarters	2131 S Glenburnie Rd, Suite 8, New Bern, North Carolina 28562, US
Phone number	+12526330107
Website	blueskywa.com
NAICS	52
SIC	628
Keywords	Wealth Preservation, Business Succession, Retirement Planning, Business Planning, Estate Planning, Investment Management, Insurance And Risk Management, Equity Compensation, Real Estate Investment And Planning, Complex Tax And Trust Planning
Founded	1999
Employees	11-20
Socials

BlueSky Wealth Advisors Email Formats

BlueSky Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@blueskywa.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@blueskywa.com	83.3%
{first name}{last name}	johndoe@blueskywa.com	16.7%

About BlueSky Wealth Advisors

BlueSky Wealth Advisors is a fee-only, independent financial advisory firm founded in 1999 on the belief that clients deserve honest, high-quality, reliable advice for a transparent and reasonable price. For over 25 years, our highly personalized blend of investment management and comprehensive financial planning has helped clients reduce their taxes, generate passive income, and create a legacy they love. Your path to financial independence is dynamic and unique. Our proprietary complexity-based pricing model ensures the price you pay is always as transparent and customized as the expert guidance you receive.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Senior

Partner

Employees by Department

BlueSky Wealth Advisors has 9 employees across 2 departments.

Departments

Number of employees

Funding Data

BlueSky Wealth Advisors has never raised funding before.

BlueSky Wealth Advisors Tech Stack

Discover the technologies and tools that power BlueSky Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

CDN

reCAPTCHA

Security

SiteGround

Hosting

Cloudflare Bot Management

Security

Gravity Forms

Form builders

ElementsKit

WordPress plugins

HubSpot CMS Hub

CMS

Site Kit

Analytics

Vimeo

Video players

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Frequently asked questions

BlueSky Wealth Advisors is located in 2131 S Glenburnie Rd, Suite 8, US.

You can reach BlueSky Wealth Advisors at +12526330107.

BlueSky Wealth Advisors generates an estimated annual revenue of $1,539,990. This revenue figure reflects the company's market position and business performance in its industry.

BlueSky Wealth Advisors has an estimated valuation of $5,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

BlueSky Wealth Advisors was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at BlueSky Wealth Advisors

David Blain

Ceo & Senior Wealth Advisor

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