Chisholm Wealth Management Revenue

Financial Services • DFW Metroplex, Texas, United States • 1-10 Employees

Chisholm Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Chisholm Wealth Management

Jarrod Sandra

Owner & Financial Planner

Company overview

Headquarters	DFW Metroplex, Texas, United States
Website	chisholmwm.com
NAICS	52
Keywords	Tax Planning, Retirement Planning, Financial Planning, Investment Management, 401K Plan Advisor
Founded	2022
Employees	1-10

Chisholm Wealth Management Email Formats

Chisholm Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@chisholmwm.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@chisholmwm.com	50%
{first name}	john@chisholmwm.com	50%

About Chisholm Wealth Management

I help individuals, families and business owners with comprehensive financial planning - without being sold a financial product.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Chisholm Wealth Management has never raised funding before.

Chisholm Wealth Management Tech Stack

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

Google Workspace

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

core-js

JavaScript libraries

Frequently asked questions

Chisholm Wealth Management is located in DFW Metroplex, Texas, US.

Chisholm Wealth Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Chisholm Wealth Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Chisholm Wealth Management was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Chisholm Wealth Management

Jarrod Sandra

Owner & Financial Planner

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