Creating and Managing Wealth
Financial Services • 
Irving, Texas, United States • 1-10 Employees
Company overview
| Headquarters | Irving, Texas, United States |
| Phone number | +19728318866 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Creating and Managing Wealth
Christina Winters
Ceo
Creating and Managing Wealth Email Formats
Creating and Managing Wealth uses 1 email format. The most common is {first initial} (e.g., j@cmwfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cmwfinancial.com | 100% |
About Creating and Managing Wealth
Opening Doors for your Financial Future Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. Creating and Managing Wealth, LLC, and the above firms are independent and non-affiliated.
Creating and Managing Wealth revenue & valuation
| Annual revenue | $11,500,000 |
| Revenue per employee | $1,434,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $36,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Creating and Managing Wealth has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Creating and Managing Wealth has never raised funding before.
Creating and Managing Wealth Tech Stack
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Frequently asked questions
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