ClearPath Wealth Advisors Revenue

Financial Services • Minnetonka, Minnesota, United States • 1-10 Employees

ClearPath Wealth Advisors revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contacts at ClearPath Wealth Advisors

Taylor Bucholtz

Client Services Director

Taylor Sundeen

Founder/Wealth Advisor

Company overview

Headquarters	130 Cheshire Lane, Suite 130, Minnetonka, Minnesota 55305, US
Phone number	+19524068011
Website	clearpathwealthadvisors.com
NAICS	52
Keywords	Medicare, Income Planning, Annuities, Retirement Planning, Life Insurance, Investment Management, Money Management, Tax Efficiency, Investment Strategies, Estate Conservation, Tax Reduction, Health Care Planning, Long-Term Care Strategies
Founded	2020
Employees	1-10
Socials

ClearPath Wealth Advisors Email Formats

ClearPath Wealth Advisors uses 2 email formats. The most common is {first name} (e.g., john@myclearpathcfo.com), used 83.3% of the time.

Format	Example	Percentage
{first name}	john@myclearpathcfo.com	83.3%
{first name}{last name}	johndoe@myclearpathcfo.com	16.7%

About ClearPath Wealth Advisors

Successful retirement planning starts with funding and maintaining your lifestyle. It’s important to make sure you have enough money to maintain your standard of living. That’s why we offer comprehensive retirement planning which includes the following services: • Income • Investment • Tax • Health Care • Estate Planning

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

ClearPath Wealth Advisors has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

ClearPath Wealth Advisors has never raised funding before.

Frequently asked questions

ClearPath Wealth Advisors is located in Minnetonka, Minnesota, US.

You can reach ClearPath Wealth Advisors at +19524068011.

ClearPath Wealth Advisors generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

ClearPath Wealth Advisors has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

ClearPath Wealth Advisors was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at ClearPath Wealth Advisors

Taylor Bucholtz

Client Services Director

Taylor Sundeen

Founder/Wealth Advisor

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