Crew Wealth Management

Financial Services • San Luis Obispo, California, United States • 1-10 Employees

Company overview

Headquarters	1266 Monterey St, San Luis Obispo, California 93401, US
Website	crewwealthmgmt.com
NAICS	52
SIC	736
Keywords	Formal Financial Planning
Founded	1993
Employees	1-10

Key Contact at Crew Wealth Management

Kaitlin Gingery

Director of First Impressions

About Crew Wealth Management

Live Better - Leave A Legacy It's Time To Get A Second Opinion If you're looking for a financial planning firm to support you during these volatile times, we are here to help. If you are interested in meeting with William Henry, schedule a complimentary consultation today! Let's face these challenges together and prepare now for better times. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Crew Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Crew Wealth Management revenue & valuation

Annual revenue	$10,500,000
Revenue per employee	$2,624,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$33,600,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Crew Wealth Management has never raised funding before.

Crew Wealth Management Tech Stack

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

Cloudflare

CDN

Google Hosted Libraries

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Node.js

Programming languages

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Google Maps

Maps

Express

Web frameworks

Frequently asked questions

Crew Wealth Management is located in San Luis Obispo, California, US.

Crew Wealth Management was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Crew Wealth Management

Kaitlin Gingery

Director of First Impressions

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