Crockett Wealth Management

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	crockettwealth.com
NAICS	52
Keywords	Succession Planning, Investment Management, Legacy Planning, Planned Giving, Business Owners, Endowment Funds, Hnwi
Founded	2022
Employees	1-10

Key Contact at Crockett Wealth Management

Sterling Crockett

President

Crockett Wealth Management Email Formats

Crockett Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@crockettwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@crockettwealth.com	100%

About Crockett Wealth Management

At Crockett Wealth Management, Inc., we specialize in creating peace of mind for high-net-worth individuals, business owners, high-income earners, private foundations and public charities. We do this through customized holistic strategies to manage, grow, and protect wealth. This includes tax-efficient investment strategies, legacy planning, business succession, charitable giving and endowment management. Our objective is to simplify complex financial landscapes and ensure our clients’ long-term financial success while aligning their wealth with their personal, professional, and charitable goals.

Crockett Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Crockett Wealth Management has never raised funding before.

Crockett Wealth Management Tech Stack

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

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SiteGround

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Frequently asked questions

Crockett Wealth Management is located in XX.

Crockett Wealth Management was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Crockett Wealth Management

Sterling Crockett

President

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