CW Wealth Management

Financial Services • Marietta, Georgia, United States • 1-10 Employees

Company overview

Headquarters	3225 Shallowford Rd, Building 100, Suite 120, Marietta, Georgia 30062, US
Phone number	+14704737134
Websites	cwwealthmanagement.com royalaa.com
NAICS	52
Keywords	Investments, Equities, Etfs, Asset Allocation, Retirement Planning, Portfolio Management, Insurance, Financial Planning, Financial Markets, Alternative Investments, Hedge Funds, Mutual Funds, Wealth Managment, Investment Strategies, Equity Capital Markets, 529 Plans, Tactical Asset Allocation
Founded	2020
Employees	1-10
Socials

Key Contact at CW Wealth Management

Chris Wright

President | Wealth Advisor

About CW Wealth Management

CW Wealth Management, LLC ("CWWM") is a wealth management and financial planning firm based in Marietta, Georgia. CWWM focuses on working with professionals in the Education, IT and Health Care industries as well as individual investors. CWWM was established in 2020 by financial services industry veteran, Christopher Wright. Mr. Wright brings over two decades of industry experience working in both the institutional and retail sides of the financial services business. His past experience includes positions as an Equity Research Analyst, Senior Vice President of Investment Products and Regional Investment Consultant. Mr. Wright holds a MBA - Investment Management Track from Virginia Tech and a BBA - Finance Option from Morehead State University. He is also a member of the Board of Directors and Finance Committee of the Morehead State University Foundation. Outside of the office, Mr. Wright enjoys spending time with his wife (Kristi) and his children (Connor and Kelsie). His hobbies include fishing and golfing. Securities and advisory services offered through Royal Alliance Associates, Inc. (RRA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Fixed Insurance services offered through CW Wealth Management, LLC.

CW 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

CW Wealth Management has never raised funding before.

Frequently asked questions

CW Wealth Management is located in Marietta, Georgia, US.

You can reach CW Wealth Management at +14704737134.

CW Wealth Management was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at CW Wealth Management

Chris Wright

President | Wealth Advisor

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