Centric Wealth Management Revenue

Financial Services • Chicago, Illinois, United States • 11-20 Employees

Centric Wealth Management revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contacts at Centric Wealth Management

Ellis Rutili

Director Of Operations

Virgil Rutili

Founder, Wealth Advisor

Company overview

Headquarters	Chicago, Illinois, United States
Phone number	+13124296100
Websites	centricwealthmanagement.com centricwm.com
NAICS	52
SIC	736
Keywords	Wealth Management, Retirement Planning, Portfolio Management, Financial Planning
Founded	2018
Employees	11-20
Socials

Centric Wealth Management Email Formats

Centric Wealth Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@centricwm.com), used 55.6% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@centricwm.com	55.6%
{first initial}{last name}	jdoe@centricwm.com	22.2%
{last name}{last name}	doedoe@centricwm.com	22.2%

About Centric Wealth Management

Centric Wealth Management, LLC (Centric) is an independent boutique investment advisory firm providing advice and guidance to individuals, families, businesses and institutions while delivering services and solutions that help build, preserve and manage wealth. We differentiate ourselves from a traditional wirehouse by providing you with expanded product lines, greater flexibility, and ultimately more solutions to help achieve your goals.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Centric Wealth Management has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Centric Wealth Management has never raised funding before.

Centric Wealth Management Tech Stack

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

Cloudflare

CDN

GoDaddy

Hosting

HSTS

Security

Frequently asked questions

Centric Wealth Management is located in Chicago, Illinois, US.

You can reach Centric Wealth Management at +13124296100.

Centric Wealth Management generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

Centric Wealth Management has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Centric Wealth Management was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Centric Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Centric Wealth Management

Ellis Rutili

Director Of Operations

Virgil Rutili

Founder, Wealth Advisor

4.8

40,000 users