Carlon Wealth Advisors Revenue

Financial Services • Scottsdale, Arizona, United States • 1-10 Employees

Carlon Wealth Advisors revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Carlon Wealth Advisors

Nate Carlon

Founder | Wealth Advisor

Company overview

Headquarters	7373 E Doubletree Ranch Rd, Suite 130, Scottsdale, AZ 85258, US
Phone number	+14807912462
Website	carlonwealth.com
NAICS	52
Founded	2023
Employees	1-10
Socials

Carlon Wealth Advisors Email Formats

Carlon Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@carlonwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@carlonwealth.com	100%

About Carlon Wealth Advisors

When it comes to your financial well-being, you don’t want to leave anything to chance. At Carlon Wealth Advisors, we’ve built our business on a foundation of trust and strong client relationships. We honor your unique needs, goals and circumstances. Everything we do is designed to ensure you receive top-class service with transparency, efficiency and a high level of communication. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Carlon Wealth Advisors 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 from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Carlon Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Carlon Wealth Advisors has never raised funding before.

Carlon Wealth Advisors Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Carlon Wealth Advisors is located in Scottsdale, Arizona, US.

You can reach Carlon Wealth Advisors at +14807912462.

Carlon Wealth Advisors generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Carlon Wealth Advisors has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Carlon Wealth Advisors was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Carlon Wealth Advisors

Nate Carlon

Founder | Wealth Advisor

4.8

40,000 users