BrioWealth Revenue

Financial Services • Costa Mesa, California, United States • 1-10 Employees

BrioWealth 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 BrioWealth

Cathy Sturdivant

Marketing Director

Company overview

Headquarters	949 South Coast Dr, Costa Mesa, California 92626, US
Phone number	+18776061484
Website	briowealth.com
NAICS	52
SIC	621
Founded	2005
Employees	1-10

About BrioWealth

Headquartered in Orange County, CA Brioweath is a Financial Planning Firm with a focus on Retirement Planning. We help our clients in or near retirement with Social Security timing decisions, income planning decisions, and tax planning decisions. We help with questions like, What assets should I tap first? What are the tax considerations? Will my income last? We have helped countless clients make a successful transition to that next chapter in their life. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC www.finra.org www.sipc.org https://brokercheck.finra.org/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Employees by Department

BrioWealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

BrioWealth has never raised funding before.

BrioWealth Tech Stack

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

GoDaddy

Hosting

Nginx

Reverse proxies

PHP

Programming languages

HSTS

Security

WordPress

Blogs

MySQL

Databases

Frequently asked questions

BrioWealth is located in Costa Mesa, California, US.

You can reach BrioWealth at +18776061484.

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

BrioWealth 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.

BrioWealth was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at BrioWealth

Cathy Sturdivant

Marketing Director

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