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Crockett Wealth Management

Crockett Wealth Management

Financial Services1-10 Employees

Company overview

HeadquartersXX
Website
NAICS52
Keywords
Succession Planning, Investment Management, Legacy Planning, Planned Giving, Business Owners, Endowment Funds, Hnwi
Founded2022
Employees1-10

Key Contact at Crockett Wealth Management

Flag of US

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.

FormatExamplePercentage
{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.

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Crockett Wealth Management revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo 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.

Adobe Fonts

Adobe Fonts

Font scripts

Twitter Emoji

Font scripts

SiteGround

SiteGround

Hosting

jQuery

jQuery

JavaScript libraries

MySQL

MySQL

Databases

Google Tag Manager

Google Tag Manager

Tag managers

Nginx

Nginx

Reverse proxies

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Animate.css

Animate.css

UI frameworks

Beaver Builder

Beaver Builder

WordPress plugins

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.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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