Cascade Guided Wealth Revenue

Financial Services • Bellevue, Washington, United States • 1-10 Employees

Cascade Guided Wealth 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 Cascade Guided Wealth

Jessica Gober

Director of Client Services and OSJ Manager

Company overview

Headquarters	626 120th Ave NE, Suite 102, Bellevue, WA 98005, US
Phone number	+14254532343
Website	cascadegw.com
NAICS	52
Keywords	Financial Planning And Wealth Management
Employees	1-10
Socials

Cascade Guided Wealth Email Formats

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

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

About Cascade Guided Wealth

At Cascade Guided Wealth, we believe that knowledge is power. Our goal is to help clients feel confident and comfortable with their financial future. Through our holistic approach, we develop customized strategies that address your individual needs and concerns. Whether you plan to retire in 2 years or 20, we want to simplify the path to your goals. Lauree Harrison is a Senior Financial Advisor offering securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 626 120th Ave NE, Suite 102 Bellevue, WA 98005

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Cascade Guided Wealth has never raised funding before.

Cascade Guided Wealth Tech Stack

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

Cloudflare

CDN

GoDaddy

Hosting

HSTS

Security

Microsoft 365

Frequently asked questions

Cascade Guided Wealth is located in Bellevue, Washington, US.

You can reach Cascade Guided Wealth at +14254532343.

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

Cascade Guided Wealth 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.

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

Key Contact at Cascade Guided Wealth

Jessica Gober

Director of Client Services and OSJ Manager

4.8

40,000 users