Global Wealth Harbor Revenue

Financial Services • Walnut Creek, California, United States • 1-10 Employees

Global Wealth Harbor 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 Global Wealth Harbor

Jiayi Xu Mba Cfp Cepa

Founder, Financial Advisor

Company overview

Headquarters	Walnut Creek, California, United States
Website	globalwealthharbor.com
NAICS	52
Employees	1-10
Socials

About Global Wealth Harbor

GLOBAL WEALTH HARBOR LLC (“GWH”) is a registered investment adviser. GWH offers Investment Management and Financial Planning services tailored to clients specific scenarios helping clients to achieve their financial goals. GWH works with Charles Schwab keeping clients assets at large financial institutions for custody of clients' assets. GWH clients get the protection and security of having their money in a big financial institution while enjoying the benefit of GWH's independent customized advice created solely in clients' best interests.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Global Wealth Harbor has never raised funding before.

Frequently asked questions

Global Wealth Harbor is located in Walnut Creek, California, US.

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

Global Wealth Harbor 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.

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

Key Contact at Global Wealth Harbor

Jiayi Xu Mba Cfp Cepa

Founder, Financial Advisor

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