Heritage Wealth Management Revenue

Financial Services • San Diego, California, United States • 1-10 Employees

Heritage Wealth Management revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contact at Heritage Wealth Management

Jordan Gibbs

President

Company overview

Headquarters	11440 W Bernardo Ct, 390, San Diego, California 92127, US
Phone number	+18586139191
Website	hwmi.com
NAICS	52
Keywords	Real Estate, Private Equity, Wealth Management, Financial Planning, 1031 Exchange, Investment Management, Private Credit
Founded	2009
Employees	1-10
Socials

Heritage Wealth Management Email Formats

Heritage Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@hwmi.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@hwmi.com	66.7%
{first name}	john@hwmi.com	33.3%

About Heritage Wealth Management

Heritage Wealth Management is an independently owned, San Diego based wealth management firm. Our expertise in tax planning, private investments, and public markets enables us to help our clients achieve their individual goals for both preserving and creating wealth. For more information, please email us at contact@hwmi.com or call us at 858-613-9191. Heritage Wealth Management, Inc. is a SEC Registered Investment Advisor. Heritage Wealth Management, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this page is for distributing information on products and services. Any communications with prospective clients residing in states or international jurisdictions where Heritage Wealth Management, Inc. and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this page should be construed as personalized investment advice, which can only be provided in one-on-one communications. The use of the term “registered investment adviser” does not imply a certain level of skill or training.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Vice President

Employees by Department

Heritage Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Heritage Wealth Management has never raised funding before.

Frequently asked questions

Heritage Wealth Management is located in San Diego, California, US.

You can reach Heritage Wealth Management at +18586139191.

Heritage Wealth Management generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Heritage Wealth Management has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heritage Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Heritage Wealth Management

Jordan Gibbs

President

4.8

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