First Servant Wealth Management &Partners

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	firstservantwealth.com
NAICS	52
Founded	2024
Employees	1-10

Key Contact at First Servant Wealth Management &Partners

Kristine Kircher

Co-Founder, Private Wealth Advisor - First Servant Wealth Management &Partners

First Servant Wealth Management &Partners Email Formats

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

Format	Example	Percentage
{first name}.{last name}	john.doe@andpartners.com	100%

About First Servant Wealth Management &Partners

We bring over 20 years each of experience to deliver personalized wealth management strategies. Founded to create a more intimate, client-focused experience, First Servant is driven by a desire to serve our clients with transparent advice, ethical standards, and strategies aligned with your unique goals. Whether you’re facing investment portfolio concerns, estate planning challenges or simply want to secure your financial future, we want to be your first call for guidance. 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/

First Servant 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

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

Frequently asked questions

First Servant Wealth Management &Partners is located in XX.

First Servant Wealth Management &Partners was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

First Servant 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 Servant Wealth Management &Partners

Kristine Kircher

Co-Founder, Private Wealth Advisor - First Servant Wealth Management &Partners

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