Centerline Wealth Advisors Revenue

Financial Services • Lyndon, Kentucky, United States • 1-10 Employees

Centerline Wealth Advisors 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 Centerline Wealth Advisors

Matt Hunt

Director of Operations, CCO

Company overview

Headquarters	Ormsby III Bldg., 10200 Forest Green Blvd, Suite 311, Louisville, KY 40223, US
Phone number	+15022421561
Website	centerlinewealth.com
NAICS	52
SIC	628
Keywords	Insurance Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Tax-Loss Harvesting, 401K Analysis
Founded	2015
Employees	1-10
Socials

Centerline Wealth Advisors Email Formats

Centerline Wealth Advisors uses 3 email formats. The most common is {first initial} (e.g., j@centerlinewealth.com), used 57.1% of the time.

Format	Example	Percentage
{first initial}	j@centerlinewealth.com	57.1%
{first name}	john@centerlinewealth.com	28.6%
{first initial}.{last name}	j.doe@centerlinewealth.com	14.3%

About Centerline Wealth Advisors

Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families. Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anything on their behalf.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Centerline Wealth Advisors has never raised funding before.

Centerline Wealth Advisors Tech Stack

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

Modernizr

JavaScript libraries

MediaElement.js

Video players

reCAPTCHA

Security

Social Snowball

Affiliate programs

OptinMonster plugin

WordPress plugins

Swiper

JavaScript libraries

Animate.css

UI frameworks

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

Frequently asked questions

Centerline Wealth Advisors is located in Lyndon, Kentucky, US.

You can reach Centerline Wealth Advisors at +15022421561.

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

Centerline Wealth Advisors 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.

Centerline Wealth Advisors was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Centerline Wealth Advisors

Matt Hunt

Director of Operations, CCO

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