Edelman Wealth Management Group Revenue

Financial Services • Lower Makefield, Pennsylvania, United States • 1-10 Employees

Edelman Wealth Management Group revenue & valuation

Annual revenue	$19,600,000
Revenue per employee	$2,172,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$62,600,000
Total funding	No funding

Key Contacts at Edelman Wealth Management Group

Melanie Tumolo

Director Of Employee Benefits

Angela Kitching

Director Of Client Services

Company overview

Headquarters	1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067, Heston Hall, Yardley, Pa 19067, US
Phone number	+12155795601
Websites	edelmanwealthmanagement.com ewmginc.com
NAICS	52
SIC	874
Founded	1996
Employees	1-10
Socials

Edelman Wealth Management Group Email Formats

Edelman Wealth Management Group uses 1 email format. The most common is {first initial} (e.g., j@edelmanwealthmanagement.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@edelmanwealthmanagement.com	100%

About Edelman Wealth Management Group

Edelman Wealth Management Group was founded by Scott D. Edelman, who saw that people were not getting the advice they needed to feel secure in their financial future. Scott started his own firm in 1996 and focused on helping people feel that they could realize their lifestyle and financial goals. Edelman Wealth Management Group was created with the idea that clients were family, not investment accounts. Individual stories mattered more than collective wealth. Today the team provides personalized insurance and wealth management to clients around the nation. Signator Practice of the Year for 2018 Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

C-Suite

Employees by Department

Edelman Wealth Management Group has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Edelman Wealth Management Group has never raised funding before.

Edelman Wealth Management Group Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

IONOS

Hosting

Datadog

Analytics

Frequently asked questions

Edelman Wealth Management Group is located in Lower Makefield, Pennsylvania, US.

You can reach Edelman Wealth Management Group at +12155795601.

Edelman Wealth Management Group generates an estimated annual revenue of $19,542,278. This revenue figure reflects the company's market position and business performance in its industry.

Edelman Wealth Management Group has an estimated valuation of $62,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Edelman Wealth Management Group was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Edelman Wealth Management Group

Melanie Tumolo

Director Of Employee Benefits

Angela Kitching

Director Of Client Services

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