Desmond Wealth Management Revenue

Financial Services • Walnut Creek, California, United States • 1-10 Employees

Desmond Wealth Management revenue & valuation

Annual revenue	$13,500,000
Revenue per employee	$13,472,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$43,200,000
Total funding	No funding

Key Contact at Desmond Wealth Management

Gregory M. Desmond

President

Company overview

Headquarters	1850 Mt. Diablo Blvd, Suite 630, Walnut Creek, CA 94596, US
Phone number	+19259321994
Website	desmondwealth.com
NAICS	52
SIC	872
Keywords	Tax Planning, Financial Planning, Investment Management
Founded	1987
Employees	1-10
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About Desmond Wealth Management

Desmond Wealth Management is a Registered Independent Advisor and integrated Financial Planning Firm. Our affiliated company; Desmond Consulting Group is a full service Tax and Accountancy Corporation. Together, we strive to build trusted client-centric relationships which last a lifetime. When you engage us to assist you and your family, we listen to better understand your financial and tax circumstances, your goals, your values, your concerns and your fears, to help you take full advantage of your financial resources while minimizing your costs and liabilities. Along the way, we will identify and help you evaluate your choices, so that you may make smart decisions and avoid costly mistakes. We deliver this through discipline, integrity, knowledge, independence, and unrivaled client care. We bring clarity to your unique situation by connecting financial goals with what’s truly important to you; your values. You’ll receive a personalized approach that simply lifts the burden of financial planning and allows you to make smart choices about your financial future. Our combined approach is both beneficial and efficient for your success.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Desmond Wealth Management has never raised funding before.

Desmond Wealth Management Tech Stack

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

Adobe Fonts

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Modernizr

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Lodash

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lit-html

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Squarespace Commerce

Ecommerce

reCAPTCHA

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Stimulus

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HSTS

Security

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Miscellaneous

core-js

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MailChimp

lit-element

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Frequently asked questions

Desmond Wealth Management is located in Walnut Creek, California, US.

You can reach Desmond Wealth Management at +19259321994.

Desmond Wealth Management generates an estimated annual revenue of $13,471,787. This revenue figure reflects the company's market position and business performance in its industry.

Desmond Wealth Management has an estimated valuation of $43,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Desmond Wealth Management was founded in 1987, making it 39 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Desmond Wealth Management

Gregory M. Desmond

President

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