Hobart Wealth Revenue

Financial Services • Charlotte, North Carolina, United States • 11-20 Employees

Hobart Wealth revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No funding

Key Contacts at Hobart Wealth

Chris Hobart

Ceo

Corey Sunstrom Mtwm

Senior Wealth Advisor/Director Of Financial Planning

Company overview

Headquarters	7733 Ballantyne Commons Parkway, Suite 101, Charlotte, North Carolina 28277, US
Phone number	+17045530123
Website	hobartwealth.com
NAICS	52
SIC	621
Keywords	Wealth Management, Retirement Planning, Financial Planning, Investment Services
Founded	2004
Employees	11-20
Socials

Hobart Wealth Email Formats

Hobart Wealth uses 2 email formats. The most common is {first initial} (e.g., j@hobartwealth.com), used 93.8% of the time.

Format	Example	Percentage
{first initial}	j@hobartwealth.com	93.8%
{first name}	john@hobartwealth.com	6.2%

About Hobart Wealth

Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. In today’s uncertain economic environment, our mission is to provide sound financial solutions for every stage of life – solutions which enhance our clients’ peace of mind and allow them to enjoy the type of retirement they deserve. Investment advisory services offered through Hobart Private Capital, LLC, a SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Securities offered through Cape Securities, Inc., Member FINRA/SIPC. Hobart Private Capital and Hobart Insurance Services are not affiliated with Cape Securities. **This information is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained here-in.**

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Hobart Wealth has 16 employees across 5 departments.

Departments

Number of employees

Funding Data

Hobart Wealth has never raised funding before.

Hobart Wealth Tech Stack

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

MediaElement.js

Video players

TypeScript

Programming languages

reCAPTCHA

Security

Cloudflare Bot Management

Security

Gravity Forms

Form builders

mOxie

JavaScript libraries

Underscore.js

JavaScript libraries

Site Kit

Analytics

Vimeo

Video players

lit-element

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Frequently asked questions

Hobart Wealth is located in Charlotte, North Carolina, US.

You can reach Hobart Wealth at +17045530123.

Hobart Wealth generates an estimated annual revenue of $1,539,990. This revenue figure reflects the company's market position and business performance in its industry.

Hobart Wealth has an estimated valuation of $5,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Hobart Wealth was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Hobart Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Hobart Wealth

Chris Hobart

Ceo

Corey Sunstrom Mtwm

Senior Wealth Advisor/Director Of Financial Planning

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