Expedition Wealth Management Revenue
Financial Services • 
West Des Moines, Iowa, United States • 11-20 Employees
Expedition Wealth Management revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Key Contacts at Expedition Wealth Management
Angie Mccormick
Director Of Operations
Barbara Pessolano
Director Of Client Services
Company overview
| Headquarters | 1200 Valley West Dr, Suite 502, West Des Moines, Iowa 50266, US |
| Phone number | +15157772041 |
| Website | |
| NAICS | 52 |
| Employees | 11-20 |
| Socials |
Expedition Wealth Management Email Formats
Expedition Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@expeditionwm.com), used 92.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@expeditionwm.com | 92.3% |
{first name} | john@expeditionwm.com | 7.7% |
About Expedition Wealth Management
At Expedition, we'll help guide you through some of the most important decisions in your life. Our first priority is helping you take care of yourself and your family through every season of life. We want to learn more about your personal situation, identify your dreams and goals, and understand how your money is working for you. Our team is built on the idea of defense and minimizing risk. We make sure you don't take unnecessary risk with the hard-earned money you've worked for. When you visit with us, you won't feel pressured, you'll feel like family. We'll help you plan for investment, income, tax, health care and legacy planning. Contact us today to learn more! Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Expedition Wealth Management has 10 employees across 6 departments.
Departments
Number of employees
Funding Data
Expedition Wealth Management has never raised funding before.
Expedition Wealth Management Tech Stack
Discover the technologies and tools that power Expedition Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
Widgets
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Miscellaneous
United Kingdom
Portugal
Italy
Canada
Frequently asked questions
4.8
40,000 users
