Institute for Wealth Advisors
Financial Services • 
Southlake, Texas, United States • 11-20 Employees
Company overview
| Headquarters | Southlake, Texas, United States |
| Websites | |
| NAICS | 52 |
| Employees | 11-20 |
Key Contacts at Institute for Wealth Advisors
Ronnie Wilkinson
Regional Director
Tim Stone
Regional Director
Institute for Wealth Advisors Email Formats
Institute for Wealth Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Institute for Wealth Advisors
Cherry Financial Partners is bringing change to the financial services industry with financial tools and education that will provide both a self-directed solution and investment advisory fee based business models
Institute for Wealth Advisors revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Institute for Wealth Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Institute for Wealth Advisors has never raised funding before.
Netherlands
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