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Envision Wealth Management

Envision Wealth Management Revenue

Financial ServicesFlag of USVirginia Beach, Virginia, United States1-10 Employees

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Envision Wealth Management revenue & valuation

Annual revenue$684,440
Revenue per employee$86,000
Estimated valuation?$2,200,000
Total fundingNo funding

Key Contact at Envision Wealth Management

Flag of US

Jonathan Muhlendorf

President

Company overview

HeadquartersOne Columbus Center, Suite 800, Virginia Beach, VA 23462, US
Phone number+17577773154
Website
NAICS52
Keywords
Investments, Estate Planning, Retirement Planning, Financial Planning, Asset Allocation, Financial Planner
Founded2016
Employees1-10
Socials

Envision Wealth Management Email Formats

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

FormatExamplePercentage
{first initial}
j@envisionyourwealth.com
100%

About Envision Wealth Management

You have your own set of challenges and opportunities as you chart your financial future from associate to partner and from the partnership to retirement. I recognize that your career is demanding and your time is your most precious resource. After 20 years of experience I have developed unique services for attorneys, including: 1. Scheduled meetings at your office, our office, or virtual. It's your choice 2. Fee transparency: By the hour, retainer, or fee for assets under management 3. Objective advice held to a fiduciary standard 4. No sales tactics: I will not lead with investments or insurance 5. Buy in/cash out modeling 6. Variable income planning 7. Ability to co-manage and advise on self-directed brokerage account 401(k)s 8. Access to lower cost investment vehicles 9. Personalized websites with account aggregation and digital vault for document storage 10. No proprietary investments or insurance Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Please call my office at 757-777-3121 or email me at jon@envisionyourwealth.com to schedule a 15 minute introductory phone call. Our first meeting is also complimentary.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Vice President

Employees by Department

Envision Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Envision Wealth Management has never raised funding before.

Frequently asked questions

Envision Wealth Management is located in Virginia Beach, Virginia, US.
You can reach Envision Wealth Management at +17577773154.
Envision Wealth Management generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.
Envision Wealth Management has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Envision Wealth Management was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Envision Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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