Client Centric Wealth Management Revenue

Financial Services • San Antonio, Texas, United States • 1-10 Employees

Client Centric Wealth Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Client Centric Wealth Management

John Dana

Marketing Director

Company overview

Headquarters	19230 Stone Oak Pkwy, Suite 315, San Antonio, TX 78258, US
Phone number	+12108559970
Website	ccwmgmt.com
NAICS	52
SIC	628
Keywords	Stocks, Investing, Succession Planning, 401K, Financial Advice, Wealth Management, Education Savings, Annuities, Bonds, Stock Market, Life Insurance, Estate Planning, Mutual Funds, Retirement, Economics, Social Security, ETF, Long-Term Care, Investment Portfolios, Saving For Retirement, Business Retirement Plans, Finacial Planning, Inheritence, Transitioning Jobs, Transitioning Into Retirement
Employees	1-10

About Client Centric Wealth Management

We’re more than just financial advisors. We’re our clients’ advocates, coaches, and friends. When you work with us, you’re part of the family. When we founded Client Centric Wealth Management, our main goal was to provide comprehensive financial planning and investment advising catered to our clients’ unique needs. Our tagline, “built around you,” echos this mission and shows our commitment to always putting our clients first. What does it look like to work with CCWM? When you work with us, you’ll experience a firm passionate about serving you and your family. We approach financial planning as a lifelong relationship built on honesty, trust, and outcomes and provide customized financial planning and independent recommendations without all the complicated vernacular. We stay on the cutting edge of technology to create top-quality plans for our clients. We’re a boutique firm that gets to know each and every client. When you work with us, you work with an advisor directly, not a call center. Isn’t your financial future worth that?

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Director

Entry

Employees by Department

Client Centric Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Client Centric Wealth Management has never raised funding before.

Client Centric Wealth Management Tech Stack

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

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

GoDaddy

Hosting

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Cart Functionality

Ecommerce

YUI

JavaScript libraries

Frequently asked questions

Client Centric Wealth Management is located in San Antonio, Texas, US.

You can reach Client Centric Wealth Management at +12108559970.

Client Centric Wealth Management generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Client Centric Wealth Management has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Client Centric Wealth Management

John Dana

Marketing Director

4.8

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