Gather Wealth Revenue

Financial Services • Edina, Minnesota, United States • 1-10 Employees

Gather Wealth 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 Gather Wealth

Samuel Sexton

Founder & Lead Advisor

Company overview

Headquarters	5200 Willson Rd, Suite 150, Edina, Minnesota 55424, US
Phone number	+16124009388
Website	gatherwealth.us
NAICS	52
Keywords	Tax Planning, Business Planning, Financial Planning, Estate Planning, Investment Management, Cash Flow Planning, Social Security, Employer Benefits, Insurance Optimization, Stock Options, Pension Optimization, Retirement Planning & Modelling
Founded	2023
Employees	1-10

Gather Wealth Email Formats

Gather Wealth uses 1 email format. The most common is {last name}{last name} (e.g., doedoe@gatherwealth.us), used 100% of the time.

Format	Example	Percentage
{last name}{last name}	doedoe@gatherwealth.us	100%

About Gather Wealth

Our fondest memories and greatest accomplishments are rarely, if ever, solo endeavors. Instead, they are rooted in our relationships, and our community. The name Gather reflects the essence of our approach and philosophy as a wealth advisory firm. Gather conveys a sense of coming together, unity, trust and collaboration. We believe that financial success is best achieved through a collective effort between our experienced team and our clients. It signifies the gathering of aspirations, goals, resources and knowledge to create a cohesive strategy that aligns with the unique vision of each individual or family. Gather Wealth is a fiduciary, fee-only Registered Investment Advisor focused on providing comprehensive financial planning to a select number of families. We pride ourselves on being more than just a wealth advisory firm; we are your trusted partner in pursuing your dreams while navigating today’s intricate financial planning landscape. Gather Wealth has strategic relationships with various partners including Fidelity Investments, Charles Schwab, Guardian Wealth Advisors, and Aptus Capital Management. These partnerships enable us to provide a best-in-class custodial and investment platform to our clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Gather Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Gather Wealth has never raised funding before.

Frequently asked questions

Gather Wealth is located in Edina, Minnesota, US.

You can reach Gather Wealth at +16124009388.

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

Gather Wealth 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.

Gather Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Gather Wealth

Samuel Sexton

Founder & Lead Advisor

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