DWT Wealth Revenue

Financial Services • 3680 Embassy Pkwy, Suite A, United States • 21-50 Employees

DWT Wealth revenue & valuation

Annual revenue	$1,882,210
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,100,000
Total funding	No funding

Key Contacts at DWT Wealth

Missy Davies

Senior Client Service Associate, Rjfs And Administrative Director

Deana Baxter

Senior Registered Client Service Associate, Rjfs, Business Director

Company overview

Headquarters	3680 Embassy Pkwy, Suite A, Akron, Ohio 44333, US
Phone number	+1443338375
Website	dwtwealth.com
NAICS	52
Keywords	Risk Management, Retirement Planning, Business Planning, Estate Planning, Investment Management
Founded	2015
Employees	21-50
Socials

DWT Wealth Email Formats

DWT Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@wagdwt.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@wagdwt.com	50%
{first name}{last name}	johndoe@wagdwt.com	50%

About DWT Wealth

At DWT Wealth, we take a collaborative, team-based approach to financial planning—offering you a broader scope of expertise than you will likely find in any one person. Our team brings deep knowledge across a wide range of financial disciplines, allowing us to provide well-rounded, strategic guidance tailored to your goals. Our clients are at the heart of everything we do. That’s why we work to understand your specific circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. No one person, family, or business is the same. With each unique situation, we provide the time and care it takes to look at the whole picture and craft a personalized financial plan designed to guide you with clarity and confidence every step of the way. Whether you're managing investments, preserving generational wealth, transitioning a business, or planning for retirement, our team is here to help you take a thoughtful, strategic approach to growing and protecting your assets. Please note: Our services are available across the United States. Investment Advice offered through OneSeven, a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Please visit our website for important disclosures https://www.weareoneseven.com/disclosure/.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Vice President

Director

Employees by Department

DWT Wealth has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

DWT Wealth has never raised funding before.

Frequently asked questions

DWT Wealth is located in 3680 Embassy Pkwy, Suite A, US.

You can reach DWT Wealth at +1443338375.

DWT Wealth generates an estimated annual revenue of $1,882,210. This revenue figure reflects the company's market position and business performance in its industry.

DWT Wealth has an estimated valuation of $6,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

DWT Wealth was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

DWT Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at DWT Wealth

Missy Davies

Senior Client Service Associate, Rjfs And Administrative Director

Deana Baxter

Senior Registered Client Service Associate, Rjfs, Business Director

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