Fortified Wealth Management Revenue
Financial Services • 
Sarasota, Florida, United States • 1-10 Employees
$
Fortified Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Fortified Wealth Management
Mark Fleming
Partner – Director of Financial Planning, Wealth Advisor at Fortified Wealth Management, LLC
Company overview
| Headquarters | 1990 Main St, 750, Sarasota, Florida 34236, US |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
Fortified Wealth Management Email Formats
Fortified Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@fortifiedwm.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@fortifiedwm.com | 50% |
{first name}{last name} | johndoe@fortifiedwm.com | 50% |
About Fortified Wealth Management
Experts in helping first-generation wealth successfully manage financial outcomes. Jim Davenport is an IAR of Compass Financial Management, LLC - A Registered Investment Advisory Firm.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Partner
Funding Data
Fortified Wealth Management has never raised funding before.
Spain
Australia
South Africa
Frequently asked questions
Fortified Wealth Management is located in Sarasota, Florida, US.
Fortified Wealth Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.
Fortified Wealth Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Fortified Wealth Management was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Fortified Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
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