GEM Wealth Management Revenue

Financial Services • Andover, Massachusetts, United States • 1-10 Employees

GEM Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at GEM Wealth Management

Erick Decastro

Co-Founder and Managing Partner

Company overview

Headquarters	138 River Road, Suite 106, Andover, Massachusetts 01810, US
Phone number	+17812810873
Website	gemwealthmgmt.com
NAICS	52
Keywords	Risk Management, Retirement Planning, Investment Management, Education Planning, Tax Strategies, Estate Conservation, Business And Small Business Strategies, Life Insurance And Annuity Products
Founded	2019
Employees	1-10
Socials

GEM Wealth Management Email Formats

GEM Wealth Management uses 1 email format. The most common is {last name} (e.g., doe@gemwealthmgmt.com), used 100% of the time.

Format	Example	Percentage
{last name}	doe@gemwealthmgmt.com	100%

About GEM Wealth Management

At GEM Wealth Management, we will be the cornerstone to your financial future, providing customized financial strategies to help you pursue your financial goals. We strive to garner a complete understanding of your personal and financial situation which allows us to deliver a plan tailored to meet your short and long term needs. By building a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future. We understand that wealth management can be overwhelming at times during this everchanging landscape, but with our clear, transparent, and ongoing guidance, we aim to bring clarity to your financial objectives. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CT, FL, MA, MD, ME, MI, NH, NJ, NY, OK, PA, RI, SC, TN, TX, VA, VT, WA. Life Insurance License: CT, FL, KS, MA, ME, NH, NY, OK, RI, SC, VA, VT, WA Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

GEM Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

GEM Wealth Management has never raised funding before.

Frequently asked questions

GEM Wealth Management is located in Andover, Massachusetts, US.

You can reach GEM Wealth Management at +17812810873.

GEM Wealth Management generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

GEM Wealth Management has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

GEM Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at GEM Wealth Management

Erick Decastro

Co-Founder and Managing Partner

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