High Level Wealth Management Revenue

Financial Services • Edmonton, Alberta, Canada • 1-10 Employees

High Level Wealth Management 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 High Level Wealth Management

Kent Akgungor

President and Portfolio Manager

Company overview

Headquarters	10171 Saskatchewan Dr NW, Suite #106, Edmonton, Alberta T6E 4R5, CA
Phone number	+11121299
Website	highlevelwealth.ca
NAICS	52
Keywords	Investments, Budgeting, Tax Planning, Wealth Management, Asset Allocation, Retirement Planning, Financial Planning, Estate Planning
Founded	2019
Employees	1-10
Socials

High Level Wealth Management Email Formats

High Level Wealth Management uses 1 email format. The most common is {first name} (e.g., john@highlevelwealth.ca), used 100% of the time.

Format	Example	Percentage
{first name}	john@highlevelwealth.ca	100%

About High Level Wealth Management

Registered portfolio manager providing independent, evidence-based investment and financial planning services to Albertans.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

High Level Wealth Management has never raised funding before.

High Level Wealth Management Tech Stack

Discover the technologies and tools that power High Level Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Workspace

Amazon Web Services

PaaS

HTTP/3

Miscellaneous

PHP

Programming languages

Zoho

CRM

Kinsta

Hosting

WordPress

Blogs

Zoho Mail

MySQL

Databases

Frequently asked questions

High Level Wealth Management is located in Edmonton, Alberta, CA.

You can reach High Level Wealth Management at +11121299.

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

High Level Wealth Management 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.

High Level 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.

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

Key Contact at High Level Wealth Management

Kent Akgungor

President and Portfolio Manager

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