Dworsky Wealth Management
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Dworsky Wealth Management
Jay Dworsky
Owner
About Dworsky Wealth Management
Jay Dworsky, RICP® represents the third generation of his family in the financial services industry. Jay’s great uncle, Peter Dworsky, began his career as a financial professional in 1922 and saw great success throughout the early 20th century, keeping the business strong through some of our country’s toughest times, including the Great Depression. In 2007, Jay adopted the family firm name, Dworsky Agency, when he took over his father’s firm. He used that name until 2020, when he rebranded the firm to Dworsky Wealth Management to better reflect the expanded services he provides to clients throughout the United States. Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC , One Financial Way Cincinnati, Ohio 45242 (513)794-6794. Investment Advisory services offered through O.N. Investment Management Company. Estate Planning services provided in conjunction with your licensed legal advisor. Tax and/or legal advice is not offered by Jay Dworsky. Please consult with your tax professional for additional guidance regarding tax-related matters.
Dworsky 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
Funding Data
Dworsky Wealth Management has never raised funding before.
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