Fallon Wealth Management Revenue

Financial Services • 2976 Triverton Pike Dr., Suite 103, United States • 1-10 Employees

Fallon Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Fallon Wealth Management

Tim Fallon

Owner

Company overview

Headquarters	2976 Triverton Pike Dr., Suite 103, Fitchburg, Wisconsin 53711, US
Phone number	+16088290790
Website	fallonwealthmgmt.com
NAICS	52
Keywords	Investments, Tax Planning, Income Planning, Insurance, Financial Planning, Social Security Strategy, Medicare Support
Employees	1-10

Fallon Wealth Management Email Formats

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

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

About Fallon Wealth Management

We specialize in helping individuals and families throughout the Greater Madison area plan confidently for retirement. Our mission is to simplify the complex and guide you through each stage of your retirement journey with clarity, personalized strategies, and ongoing support. From creating a reliable retirement income plan to navigating Social Security, Medicare, tax-efficient withdrawals, and legacy planning, our goal is to help you feel informed, empowered, and ready to enjoy retirement on your terms — today and for years to come. We believe that good planning is more than numbers; it’s about understanding your goals, addressing your concerns, and giving you peace of mind for the road ahead. If you’re ready to take the next step toward a secure and fulfilling retirement, we’re here to help you retire ready — and stay ready. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Fallon Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Fallon Wealth Management has never raised funding before.

Fallon Wealth Management Tech Stack

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

Cloudflare Bot Management

Security

Site Kit

Analytics

jQuery UI

JavaScript libraries

Hotjar

Analytics

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Fallon Wealth Management is located in 2976 Triverton Pike Dr., Suite 103, US.

You can reach Fallon Wealth Management at +16088290790.

Fallon Wealth Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Fallon Wealth Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Fallon Wealth Management

Tim Fallon

Owner

4.8

40,000 users