FPA Wealth Management Revenue

Financial Services • West Chester, Pennsylvania, United States • 1-10 Employees

FPA Wealth Management revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at FPA Wealth Management

Charles Kedra

Wealth Advisor And Director Of Business Planning Services

Company overview

Headquarters	300 Willowbrook Lane, Suite 315, West Chester, PA 19382, US
Phone number	+18005587567
Website	fpawealthmgmt.com
NAICS	52
Keywords	Business Exit Planning
Employees	1-10
Socials

FPA Wealth Management Email Formats

FPA Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@fpawealthmgmt.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@fpawealthmgmt.com	66.7%
{first initial}.{last name}	j.doe@fpawealthmgmt.com	33.3%

About FPA Wealth Management

FPA Wealth Management in West Chester, PA, specializes in comprehensive wealth management for business owners, entrepreneurs, executives, and their families. Their proprietary process, "Advice for Life," integrates personalized investment consulting with advanced financial planning to align clients' wealth with their life goals. For over 20 years, FPA Wealth Management has been dedicated to helping clients achieve financial independence through tailored advice and strategies. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/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

Director

Entry

Intern

Employees by Department

FPA Wealth Management has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

FPA Wealth Management has never raised funding before.

Frequently asked questions

FPA Wealth Management is located in West Chester, Pennsylvania, US.

You can reach FPA Wealth Management at +18005587567.

FPA Wealth Management generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

FPA Wealth Management has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at FPA Wealth Management

Charles Kedra

Wealth Advisor And Director Of Business Planning Services

4.8

40,000 users