Franz Tatum Wealth Management Revenue

Financial Services • Palm Desert, California, United States • 1-10 Employees

Franz Tatum Wealth Management revenue & valuation

Annual revenue	$35,100,000
Revenue per employee	$8,769,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$112,300,000
Total funding	No funding

Key Contact at Franz Tatum Wealth Management

Nila Tatum

Vice President

Company overview

Headquarters	34220 Gateway Dr, Palm Desert, California 92211, US
Phone number	+17607702003
Website	franztatum.com
NAICS	52
SIC	874
Founded	2007
Employees	1-10
Socials

Franz Tatum Wealth Management Email Formats

Franz Tatum Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@franztatum.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@franztatum.com	100%

About Franz Tatum Wealth Management

We are dedicated wealth managers serving a select group of clients with $1 million or more in investable assets and a net worth of $2–5 million. Our clients value the clarity, confidence, and direction that our Peridot Wealth Process brings to their financial lives, and they approach life with purpose, kindness, and respect. They are forward-thinking yet grounded, seeking to build a brighter future without sacrificing joy in the present. As advocates for themselves, their families, their communities, and our firm, they trust in our Peridot Wealth Process—from planning to execution—to navigate life’s complexities. By leveraging diverse perspectives and comprehensive strategies, we help keep them on track toward a meaningful, impactful financial future. The financial consultants at Franz Tatum Wealth Management are registered representatives with, and securities offered through, LPL Financial, Member FINRA & SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Franz Tatum Wealth Management are separate entities from LPL Financial. The LPL Financial representative may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IL, KY, LA, MA, MT, NV, NM, NY, NC, OR, TX, WA.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Franz Tatum Wealth Management has never raised funding before.

Franz Tatum Wealth Management Tech Stack

Discover the technologies and tools that power Franz Tatum Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

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Underscore.js

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Drupal

CMS

Google Maps

Maps

jQuery

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PHP

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HSTS

Security

AddToAny

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Google Analytics

Analytics

YouTube

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Moment.js

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Google Hosted Libraries

CDN

Frequently asked questions

Franz Tatum Wealth Management is located in Palm Desert, California, US.

You can reach Franz Tatum Wealth Management at +17607702003.

Franz Tatum Wealth Management generates an estimated annual revenue of $35,074,601. This revenue figure reflects the company's market position and business performance in its industry.

Franz Tatum Wealth Management has an estimated valuation of $112,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Franz Tatum Wealth Management was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Franz Tatum Wealth Management

Nila Tatum

Vice President

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