Crescent Wealth Management Revenue

Financial Services • Greenville, South Carolina, United States • 1-10 Employees

Crescent 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 Crescent Wealth Management

Anthony Panuccio

Managing Director

Company overview

Headquarters	124 Verdae Blvd, Suite 105, Greenville, SC 29607, US
Website	crescentwm.com
NAICS	52
Employees	1-10

Crescent Wealth Management Email Formats

Crescent Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@crescentwm.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@crescentwm.com	50%
{first name}	john@crescentwm.com	50%

About Crescent Wealth Management

We have the resources and experience to help you navigate the complexities of managing wealth. We understand that every financial situation and life path are unique and strive to provide a comprehensive approach that is objective and customized. Securities offered through NewEdge Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. NewEdge Advisors, LLC and Crescent Wealth Management are affiliated entities to NewEdge Securities, Inc. and under the common control of NewEdge Capital Group LLC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact and Personal Info’ section. Investment advice is only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Crescent Wealth Management and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Crescent Wealth Management unless a client service agreement is in place. Third party posts found on this profile do not reflect the views of NewEdge Advisors, LLC or NewEdge Securities, Inc. and have not been reviewed by either entity as to accuracy or completeness.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Vice President

Employees by Department

Crescent Wealth Management has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Crescent Wealth Management has never raised funding before.

Frequently asked questions

Crescent Wealth Management is located in Greenville, South Carolina, US.

Crescent 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.

Crescent 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.

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

Key Contact at Crescent Wealth Management

Anthony Panuccio

Managing Director

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