Davies Wealth Management Strategies Revenue

Investment Management • The Villages, Florida, United States • 1-10 Employees

Davies Wealth Management Strategies revenue & valuation

Annual revenue	$11,400,000
Revenue per employee	$5,653,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$36,200,000
Total funding	No funding

Key Contact at Davies Wealth Management Strategies

Wayne R. Davies

Owner / Principal

Company overview

Headquarters	1405 Irwin Way, The Villages, Florida 32162-3765, US
Phone number	+1321623765
Website	davieswealthms.com
NAICS	5231
SIC	736
Keywords	Tax Planning, Wealth Management, Retirement Planning, Estate Planning
Founded	1997
Employees	1-10
Socials

About Davies Wealth Management Strategies

Davies Wealth Management Strategies LLC (DWMS) is an independent wealth management firm wholly owned by Wayne R. Davies, CFP, ChFC. Securities offered through Avantax Investment Services SM - Member FINRA, SIPC. Advisory Services offered through Avantax Advisory Services SM. Find and Like us on Facebook at "DWMS" and on Twitter "@DWMSConnect". Visit our website at www.DaviesWealthMS.com or www.DWMSConnect.com for additional information, and call 508-478-2600 with any questions or to schedule an appointment.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Davies Wealth Management Strategies has never raised funding before.

Frequently asked questions

Davies Wealth Management Strategies is located in The Villages, Florida, US.

You can reach Davies Wealth Management Strategies at +1321623765.

Davies Wealth Management Strategies generates an estimated annual revenue of $11,305,627. This revenue figure reflects the company's market position and business performance in its industry.

Davies Wealth Management Strategies has an estimated valuation of $36,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Davies Wealth Management Strategies was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Davies Wealth Management Strategies

Wayne R. Davies

Owner / Principal

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