Convergent Wealth Advisors Revenue

Financial Services • Potomac, Maryland, United States • 21-50 Employees

Convergent Wealth Advisors revenue & valuation

Annual revenue	$2,652,205
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,500,000
Total funding	No funding

Key Contacts at Convergent Wealth Advisors

Marcia Heyman

Administrative Director

J. T. Scully

Director

Gregory Myers

Director

Mark Kelly

Associate Director

Lori Vandusen

Executive Director

Company overview

Headquarters	12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854, US
Website	convergentwealth.com
NAICS	52
Keywords	Insurance Planning, Investment Oversight, Asset Management, Retirement Planning, Financial Planning, Legacy Planning, Trust & Estate Planning, Family Governance, Philanthropic Planning
Founded	1994
Employees	21-50

Convergent Wealth Advisors Email Formats

Convergent Wealth Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	45.6%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	22.3%
{first name}@company.com	john@company.com	15.1%
{first name}{last name}@company.com	johndoe@company.com	9.8%
{first name}_{last name}@company.com	john_doe@company.com	7.2%

About Convergent Wealth Advisors

Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals and families. As a Financial Family Office, Convergent offers a true family office experience and relevant services at a far lower cost than a full service, internal family office. Convergent provides a full scope of financial services on a bundled or unbundled basis: 1. Financial Planning 2. Legacy Planning 3. Investment & Portfolio Oversight 4. Asset Management Convergent is a subsidiary of RBC USA Holdco and an affiliate of City National Bank. Convergent is headquartered in the Washington Metro Area, with offices in New York City, Los Angeles, and Portland, OR.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Director

Entry

Manager

Employees by Department

Convergent Wealth Advisors has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Convergent Wealth Advisors has never raised funding before.

Frequently asked questions

Convergent Wealth Advisors is located in Potomac, Maryland, US.

Convergent Wealth Advisors generates an estimated annual revenue of $2,652,205. This revenue figure reflects the company's market position and business performance in its industry.

Convergent Wealth Advisors has an estimated valuation of $8,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Convergent Wealth Advisors was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

Convergent Wealth Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Convergent Wealth Advisors

Marcia Heyman

Administrative Director

J. T. Scully

Director

Gregory Myers

Director

Mark Kelly

Associate Director

Lori Vandusen

Executive Director

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