e3 Wealth
Financial Services • 
835 Main Street, Building 200, United States • 21-50 Employees
Company overview
| Headquarters | 835 Main Street, Building 200, Buda, Texas 78610, US |
| Phone number | +15122689220 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 21-50 |
Key Contacts at e3 Wealth
Terry Taylor
Co-Owner, Senior Partner, Former Radio Co-Host
Josh Huard
Director Of Financial Planning
Darlene Martin
Director Of Training And Development
e3 Wealth Email Formats
e3 Wealth uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@e3wealth.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@e3wealth.com | 62.5% |
{first name}{last name} | johndoe@e3wealth.com | 25% |
{last name}{last name} | doedoe@e3wealth.com | 12.5% |
About e3 Wealth
e3 Wealth oversees $500+ million in assets and provides a family office model to all clients regardless of their level of net worth. We provide clients an Integrated Resource Network where they have access to almost any service that deals with money: cash flow strategies, income tax preparation/strategies, investment strategies, insurance solutions, mortgage/debt management, employee benefits, Social Security & Medicare solutions, estate planning, asset protection, and privatized banking concepts. e3 Wealth serves clients with various backgrounds of education, work experience and lifestyle. Our intention is to work with clients who have a similar “mindset” as we do about money and finance related decisions. Over the years, we have added value to certain clientele through continuous referrals and relationship building, and we strive to provide a custom solution based on each client’s unique goals. Let us show you how we think differently and why it’s important you do, too! Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Transce3nd, LLC a registered investment advisor. e3 Wealth, LLC, Transce3nd, LLC and MAS are not affiliated entities.
e3 Wealth revenue & valuation
| Annual revenue | $37,500,000 |
| Revenue per employee | $1,294,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $120,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
e3 Wealth has 16 employees across 5 departments.
Departments
Number of employees
Funding Data
e3 Wealth has never raised funding before.
United Arab Emirates
Spain
Australia
Italy
CanadaFrequently asked questions
4.8
40,000 users
