Forge Wealth Management Revenue

Financial Services • 1 Country View Rd, Suite 203, United States • 1-10 Employees

Forge Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Forge Wealth Management

Regina Mccann Hess

President

Company overview

Headquarters	1 Country View Rd, Suite 203, Malvern, Pennsylvania 19355, US
Phone number	+14845885432
Website	forgewealth.com
NAICS	52
SIC	736
Keywords	Investment Management, Asset Management, Retirement Planning, Financial Planning, Wealth Management, Divorce Planning, Divorce Financial Planning, Women In Transition, Divorce Services
Founded	2015
Employees	1-10
Socials

Forge Wealth Management Email Formats

Forge Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@forgewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@forgewealth.com	100%

About Forge Wealth Management

We work with successful families to build and protect their wealth. Our priority is to help families maintain their lifestyles through all life events - especially divorce or death of a loved one. We help our clients plan, preserve, deploy and diversify their wealth effectively by identifying strategies and managers that we believe can help achieve their personal financial goals. We utilize in-depth planning to guide us on our journey together, while building a long-term relationship with your entire family using a multi-generational approach. Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org) (www.sipc.org). Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Forge Wealth Management are separate entities from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Forge Wealth Management has never raised funding before.

Frequently asked questions

Forge Wealth Management is located in 1 Country View Rd, Suite 203, US.

You can reach Forge Wealth Management at +14845885432.

Forge Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Forge Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Forge Wealth Management was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Forge Wealth Management

Regina Mccann Hess

President

4.8

40,000 users