


Dreyer Wealth Management Revenue
Investment Management • Appleton, Wisconsin, United States • 1-10 Employees
Dreyer Wealth Management revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at Dreyer Wealth Management
Michael Dreyer
CEO & Advisor
Company overview
| Headquarters | 331 E Washington St, Appleton, Wisconsin 54911, US |
| Phone number | +19202148282 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Keywords | Stocks, Private Wealth Management, Etfs, Family Office, Portfolio Risk Management, Asset Management, Bonds, Retirement Planning, Portfolio Management, Financial Planning, Alternative Investments, Mutual Funds, Investment Management, Wealth Managment, Fee-Based Planning |
| Employees | 1-10 |
Dreyer Wealth Management Email Formats
Dreyer Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@dreyerwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@dreyerwealth.com | 50% |
{first name} | john@dreyerwealth.com | 50% |
About Dreyer Wealth Management
We are an independent wealth management firm dedicated to providing personalized financial planning services to individuals, families, and businesses. Our mission is to get to know and understand your financial goals. We work with you to develop, implement, and monitor a strategy that is personalized to your needs. This is provided for informational purposes only and should not be construed as investment advice. References to specific portfolios should not be considered a recommendation. Data and analysis does not represent the expected future performance of any investment product or strategy. IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. State tax laws and treatment may vary. Earnings on non-qualified distributions may be subject to income tax and a 10% federal penalty tax. Please consult your tax adviser for more information. Securities and Advisory Services offered through HARBOUR INVESTMENTS, INC. member sipc Securities Licensed in AZ, CA, FL, ID, IL, IA, MA, MI, MN, MO, MT, NC, ND, NJ, OH, OR, TX, WI, WA, WY
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Dreyer Wealth Management has never raised funding before.
Dreyer Wealth Management Tech Stack
Discover the technologies and tools that power Dreyer Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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Frequently asked questions
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