Budd Wealth Management Revenue

Financial Services • Franklin, Tennessee, United States • 1-10 Employees

Budd Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Budd Wealth Management

Joseph Budd

Managing Director, CFP®, ChFC®

Company overview

Headquarters	725 Cool Springs Blvd, Suite 600, Franklin, Tennessee 37067, US
Phone number	+18883108910
Website	buddwealth.com
NAICS	52
Keywords	Financial Planning And Wealth Management
Employees	1-10

Budd Wealth Management Email Formats

Budd Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@buddwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@buddwealth.com	100%

About Budd Wealth Management

We have developed and refined a process over the last 20 years to work with families that aspire to a “work optional” lifestyle. Have you ever tried to solve a jigsaw puzzle without the picture from the box lid? The Client Life Process is always being refined and updated as our clients’ lives unfold, and their goals evolve. This process enables families to live their lives with purpose and integrates wealth management with risk and debt management, tax planning, and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Securities are offered through LPL Financial, Member FINRA/SIPC. Budd Wealth Management is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Budd Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Budd Wealth Management has never raised funding before.

Budd Wealth Management Tech Stack

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

Cloudflare

CDN

Amazon S3

CDN

Amazon Web Services

PaaS

Cloudflare Bot Management

Security

Google Tag Manager

Tag managers

GoDaddy

Hosting

HSTS

Security

Open Graph

Miscellaneous

Datadog

Analytics

Google Analytics

Analytics

Google Maps

Maps

Unpkg

CDN

Frequently asked questions

Budd Wealth Management is located in Franklin, Tennessee, US.

You can reach Budd Wealth Management at +18883108910.

Budd Wealth Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Budd Wealth Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Budd Wealth Management

Joseph Budd

Managing Director, CFP®, ChFC®

4.8

40,000 users