Dorset Wealth Management Revenue

Financial Services • 388 Queen St, Level 5, Australia • 1-10 Employees

Dorset Wealth Management revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contacts at Dorset Wealth Management

Phil Toop

Co-Founder And Managing Director

Lois Neilson

Operations Director

Company overview

Headquarters	388 Queen St, Level 5, Brisbane City, Queensland 4000, AU
Phone number	+61734731611
Website	dorsetwealth.au
NAICS	52
Founded	2024
Employees	1-10
Socials

Dorset Wealth Management Email Formats

Dorset Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@dorsetwealth.au), used 60% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@dorsetwealth.au	60%
{first name}.{last name}	john.doe@dorsetwealth.au	40%

About Dorset Wealth Management

Dorset Wealth Management commenced operations in 2024 and is a privately owned, Brisbane-based financial advisory group. The company was born from the frustrations that advisors and clients alike often experience within an industry that becomes less flexible and unable to fully understand and benefit from some of the more complex wealth creation strategies available. Where others say no, we like to say yes. Whether for a private individual, a self-managed super fund, trust or company, working with Dorset Wealth Management is a strategic partnership aimed at protecting and growing the wealth of our clients through investment intelligence. Our clients are working and retired individuals, self-managed superannuation funds, private companies, trusts and family offices. Unlike the increasing trend in our industry, we don’t impose minimum account size restrictions on our clients, and we are equally happy to work together with someone just starting out – it is never too soon to start on your investment journey – as we are to C-suite executives and self-funded retirees.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner

Entry

Director

Employees by Department

Dorset Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Dorset Wealth Management has never raised funding before.

Dorset Wealth Management Tech Stack

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

MediaElement.js

Video players

reCAPTCHA

Security

SiteGround

Hosting

Jetpack

WordPress plugins

Marionette.js

JavaScript frameworks

mOxie

JavaScript libraries

ElementsKit

WordPress plugins

Underscore.js

JavaScript libraries

jQuery UI

JavaScript libraries

Elementor

Page builders

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

Frequently asked questions

Dorset Wealth Management is located in 388 Queen St, Level 5, AU.

You can reach Dorset Wealth Management at +61734731611.

Dorset Wealth Management generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Dorset Wealth Management has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Dorset Wealth Management was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Dorset Wealth Management

Phil Toop

Co-Founder And Managing Director

Lois Neilson

Operations Director

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