Brumbaugh Wealth Management
Financial Services • 
Eagleview, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 415 Eagleview Blvd, Suite 110, Exton, Pennsylvania 19341, US |
| Phone number | +16104587873 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Business Succession Planning, Retirement Planning, Investment Advisory Services, Estate Planning And Wealth Transfer, Corporate Benefit Strategies, Special Needs Family Planning Strategies, Tax Reduction & Insurance Strategies |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contacts at Brumbaugh Wealth Management
Kimberly J. Brumbaugh
Founder & Managing Partner
Christopher J. Martin
Director Of Financial Planning
Brumbaugh Wealth Management Email Formats
Brumbaugh Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@brumbaughwealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@brumbaughwealth.com | 66.7% |
{first name}{last name} | johndoe@brumbaughwealth.com | 33.3% |
About Brumbaugh Wealth Management
The mission of Brumbaugh Wealth Management is to secure people’s financial futures by understanding their unique position and providing personalized solutions for their needs. Our purpose is simple: To help people live better lives. We aim to provide exceptional client service as we bring our experience and knowledge to solve complex financial issues. We’re dedicated to what matters. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other entity.
Brumbaugh Wealth Management revenue & valuation
| Annual revenue | $6,000,000 |
| Revenue per employee | $1,000,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Brumbaugh Wealth Management has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Brumbaugh Wealth Management has never raised funding before.
Brumbaugh Wealth Management Tech Stack
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Frequently asked questions
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