IWS-Integrated Wealth Solutions Revenue

Financial Services • 2215 E Market St, York, United States • 1-10 Employees

IWS-Integrated Wealth Solutions 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 IWS-Integrated Wealth Solutions

Doug Wilkinson

Founder & CEO

Company overview

Headquarters	2215 E Market St, York, Pennsylvania 17402, US
Website	iwswealth.com
NAICS	52
Keywords	Investments, Retirement Planning, Financial Planning, Wealth Management, Risk Management, Tax-Efficient Strategies, Insurance Protection, Legacy Building, Estate And Legacy Coordination, Tax-Advantaged Accounts
Employees	1-10

About IWS-Integrated Wealth Solutions

A wealth management and financial firm for business owners, families, and individuals. Our team is dedicated to helping you achieve your financial goals through expert guidance and personalized wealth solutions. With a focus on long-term success, we create strategies that adapt to your unique needs and objectives. Our four key focuses include personalized training, retirement readiness, integrated strategies and tax efficiency, all designed to elevate your financial journey at every stage.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

IWS-Integrated Wealth Solutions has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

IWS-Integrated Wealth Solutions has never raised funding before.

Frequently asked questions

IWS-Integrated Wealth Solutions is located in 2215 E Market St, York, US.

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

IWS-Integrated Wealth Solutions 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.

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

Key Contact at IWS-Integrated Wealth Solutions

Doug Wilkinson

Founder & CEO

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