Carter Wealth Management Revenue

Financial Services • • 1-10 Employees

Carter Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Carter Wealth Management

Gregg Carter

President

Company overview

Headquarters	XX
Websites	carterwealthmanagement.com bluewatersag.com bluewatersadvisorygroup.com
NAICS	52
Keywords	Asset Management, Portfolio Management, Investment Management
Employees	1-10

About Carter Wealth Management

Carter Wealth Management is an Austin-based financial services firm dedicated to producing consistently successful results for our clients through innovative portfolio strategies. We provide personalized, holistic solutions to our client base of entrepreneurs, business owners, executives, and their families.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Carter Wealth Management has never raised funding before.

Carter Wealth Management Tech Stack

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

Cloudflare

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

HSTS

Security

Open Graph

Miscellaneous

Font Awesome

Font scripts

jQuery UI

JavaScript libraries

CFML

Programming languages

Frequently asked questions

Carter Wealth Management is located in XX.

Carter Wealth Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Carter Wealth Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Carter Wealth Management

Gregg Carter

President

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