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Conway Wealth

Conway Wealth Revenue

Financial ServicesFlag of USParsippany, New Jersey, United States11-20 Employees

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Conway Wealth revenue & valuation

Annual revenue$1,539,990
Revenue per employee$86,000
Estimated valuation?$5,000,000
Total fundingNo funding

Key Contacts at Conway Wealth

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Michael Cear

Managing Director

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La'Roi Glover

Director Of Sports And Entertainment

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Neil Cashes

Director Of Wealth Planning

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Luke Conway

Director Of Marketing

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Charles Cernosia

Managing Director

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Jake Piasecki

Director Of Partnerships

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Elizabeth Schreiber

Director Of Business Development

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Kim Kushel

Director Of Client Engagement

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Susan Shull

Director Of Operations

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Chung Nancy

Director Of Client Services

Company overview

Headquarters4 Campus Drive, Parsippany, NJ 07054, US
Phone number+19732853640
Websites
NAICS52
Keywords
Executives, Entrepreneurs, Business Owners
Employees11-20
Socials

Conway Wealth Email Formats

Conway Wealth uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@conwaywealth.com), used 46.7% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@conwaywealth.com
46.7%
{first initial}{last name}
jdoe@conwaywealth.com
40%
{last name}{last name}
doedoe@conwaywealth.com
13.3%

About Conway Wealth

Conway Wealth is a boutique wealth management firm that provides comprehensive financial planning to high-net-worth individuals and families, as well as exclusive access to private security, travel, nutritionists, fitness coaches, life coaches and much more. Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser, doing business as Conway Wealth Group (4 Campus Drive, Parsippany NJ 07054. Tel. 973-285-3600). Summit Financial, LLC, its affiliates and Conway Wealth Group are not endorsing the above-referenced third-party sources or services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms. Conway Wealth Group LLC is owned by Michael W. Conway. The Life & Wealth Network and Seeds are outside business activities of Michael Conway and are not affiliated with Summit Financial, LLC. This material is for your information and guidance and is not intended as legal or tax advice. Legal and/or tax counsel should... Full Disclaimer: https://www.conwaywealthgroup.com/disclaimer/

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director
C-Suite
Entry

Employees by Department

Conway Wealth has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Conway Wealth has never raised funding before.

Frequently asked questions

Conway Wealth is located in Parsippany, New Jersey, US.
You can reach Conway Wealth at +19732853640.
Conway Wealth generates an estimated annual revenue of $1,539,990. This revenue figure reflects the company's market position and business performance in its industry.
Conway Wealth has an estimated valuation of $5,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Conway Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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