First Keystone Wealth Management &Partners Revenue

Financial Services • 407 E Methvin St, Longview, United States • 1-10 Employees

First Keystone Wealth Management &Partners revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at First Keystone Wealth Management &Partners

Tina Sellers-Phelan

Co-Founder | Managing Director

Company overview

Headquarters	407 E Methvin St, Longview, Texas 75601, US
Website	firstkeystonewm.com
NAICS	52
Founded	2025
Employees	1-10

First Keystone Wealth Management &Partners Email Formats

First Keystone Wealth Management &Partners uses 1 email format. The most common is {first name} (e.g., john@firstkeystonewm.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@firstkeystonewm.com	100%

About First Keystone Wealth Management &Partners

We provide trusted advice and exceptional service, custom designed to your unique needs. We are dedicated to helping our clients by providing personalized financial planning to help achieve your goals. Founded in Longview, Texas, First Keystone Wealth Management conveys a sense of being foundational and reliable, with a critical element that supports and upholds your financial well-being, with strength, stability and trustworthiness. In architecture, the keystone is the central stone in an arch that helps support other stones, contributing to stability and strength. The name “First Keystone” represents the role we aim to play in our clients’ financial lives—an essential element in a strong structure. Our goal is not only to manage wealth but to cultivate trust. We’re not tied to any single institution, enabling us to recommend solutions that are always in your best interest. Visit www.firstkeystonewm.com to learn more. -- Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC. Please review our social media guidelines here: https://www.andpartners.com/social-media-guidelines/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

First Keystone Wealth Management &Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

First Keystone Wealth Management &Partners has never raised funding before.

Frequently asked questions

First Keystone Wealth Management &Partners is located in 407 E Methvin St, Longview, US.

First Keystone Wealth Management &Partners generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

First Keystone Wealth Management &Partners has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

First Keystone Wealth Management &Partners was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at First Keystone Wealth Management &Partners

Tina Sellers-Phelan

Co-Founder | Managing Director

4.8

40,000 users