Heritage Wealth Advisors Revenue

Financial Services • Mercer Island, Washington, United States • 51-100 Employees

Heritage Wealth Advisors revenue & valuation

Annual revenue	$7,500,000
Revenue per employee	$128,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$24,000,000
Total funding	No funding

Key Contacts at Heritage Wealth Advisors

Kara Scannell

Director, Brand And Marketing

Clayton Harrison

Business Development Director

Derric Walker

Director Of Operations And Client Experience

David Mattson

Investment Director

Dipali Amin

Managing Director & Financial Advisor

Company overview

Headquarters	7525 SE 24th St, Suite 120, Mercer Island, Washington 98040, US
Phone number	+14257092345
Websites	heritage-wealth.com ampf.com
NAICS	52
Keywords	Investments, Financial Advisor, Wealth Management, Retirement, Proactive Tax Planning
Founded	1999
Employees	51-100
Socials

Heritage Wealth Advisors Email Formats

Heritage Wealth Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 48.2% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	48.2%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	24.1%
{first name}@company.com	john@company.com	12.4%
{last name}.{first name}@company.com	doe.john@company.com	8.9%
{first name}{last name}@company.com	johndoe@company.com	6.4%

About Heritage Wealth Advisors

MOVING FROM SUCCESS TO SIGNIFICANCE. While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. We’re striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things our clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance”. “I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.” Tony Robbins Holistic Financial Planning is why we exist—to help our clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. We can you help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends. “A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.” —Greg Reid Give us a call: 425-709-2345

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Director

Employees by Department

Heritage Wealth Advisors has 39 employees across 6 departments.

Departments

Number of employees

Funding Data

Heritage Wealth Advisors has never raised funding before.

Heritage Wealth Advisors Tech Stack

Discover the technologies and tools that power Heritage Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Sectigo

SSL/TLS certificate authorities

Frequently asked questions

Heritage Wealth Advisors is located in Mercer Island, Washington, US.

You can reach Heritage Wealth Advisors at +14257092345.

Heritage Wealth Advisors generates an estimated annual revenue of $7,500,000. This revenue figure reflects the company's market position and business performance in its industry.

Heritage Wealth Advisors has an estimated valuation of $24,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heritage Wealth Advisors was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Heritage Wealth Advisors has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.