JW Wealth Management Group Revenue

Financial Services • Liberty, Missouri, United States • 1-10 Employees

JW Wealth Management Group 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 JW Wealth Management Group

Derek Weekes

Owner

Company overview

Headquarters	1135 W Kansas Street, Liberty, MO 64068, US
Phone number	+18164079480
Website	jwwealthmanagement.com
NAICS	52
SIC	736
Keywords	Wealth Management, Retirement Planning, 401K, Iras
Founded	2009
Employees	1-10

About JW Wealth Management Group

JW Wealth Management Group is committed to assisting our clients in dreaming of their future, planning for financial goals, and managing the plan on an on-going basis. Our compelling mission is to: • build long-lasting business relationships based on trust, confidence, and integrity; • provide creative planning, education, and strategic direction to assist our clients in accomplishing their “ Mission , Vision, Values, and Goals”; • demonstrate proactive service excellence that exceeds expectations; • retain highly qualified associates that place our clients’ needs as their sole business priority; and • serve as good citizens in our community. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

JW Wealth Management Group has never raised funding before.

Frequently asked questions

JW Wealth Management Group is located in Liberty, Missouri, US.

You can reach JW Wealth Management Group at +18164079480.

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

JW Wealth Management Group 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.

JW Wealth Management Group was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at JW Wealth Management Group

Derek Weekes

Owner

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