Herrick Wealth Advisory Revenue

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

Herrick Wealth Advisory 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 Herrick Wealth Advisory

Matthew Herrick

Managing Director

Company overview

Headquarters	1960 The Alameda, Suite 20, San Jose, California 95126, US
Website	herrickwa.com
NAICS	52
Keywords	Wealth Advisory And Financial Services
Founded	2022
Employees	1-10

Herrick Wealth Advisory Email Formats

Herrick Wealth Advisory uses 1 email format. The most common is {first initial} (e.g., j@herrickwa.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@herrickwa.com	100%

About Herrick Wealth Advisory

Herrick Wealth Advisory is a fiduciary wealth management firm that blends legal insight with sophisticated financial strategy to deliver exceptional results for high-net-worth individuals, families, and business leaders. Founded by seasoned financial advisor Matthew Herrick, who brings a strong legal background, our firm offers a uniquely comprehensive approach—merging estate planning, tax strategy, and investment advisory under one trusted relationship. At Herrick Wealth Advisory, we believe true financial success isn’t just about growing wealth—it’s about protecting it, passing it on, and aligning it with your values. That’s why we specialize in: • Strategic investment management tailored to long-term goals • Tax-optimized wealth transfer and estate planning • Executive compensation, equity, and deferred income strategy • Retirement, risk, and legacy planning across generations • Corporate benefits and exit planning for business owners We operate with full transparency and a strict fiduciary duty—putting our clients’ interests first, always. Our process is high-touch, relationship-driven, and rooted in deep trust. No generic plans. No guesswork. Just personalized, legally informed strategies that evolve with you. Whether you’re navigating a liquidity event, preparing for retirement, or building a multi-generational legacy, Herrick Wealth Advisory offers the clarity, confidence, and commitment to help you get there. Let’s build something lasting—together.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Herrick Wealth Advisory has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Herrick Wealth Advisory has never raised funding before.

Frequently asked questions

Herrick Wealth Advisory is located in San Jose, California, US.

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

Herrick Wealth Advisory 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.

Herrick Wealth Advisory was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Herrick Wealth Advisory

Matthew Herrick

Managing Director

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