K2 Wealth Management Revenue

Investment Management • • 1-10 Employees

K2 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 Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at K2 Wealth Management

Brian Duerson

Founder, CEO

Company overview

Headquarters	XX
Website	k2wm.com
NAICS	5231
Employees	1-10

K2 Wealth Management Email Formats

K2 Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@k2wm.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@k2wm.com	100%

About K2 Wealth Management

K2 Wealth Management provides strategic financial advice to business owners who want to reduce taxes, grow wealth, and create long-term financial leverage. Our integrated model combines advanced tax planning with personalized investment strategy and business-owner-specific financial planning. We operate as a registered investment adviser through Two Tree Financial, LLC.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

K2 Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

K2 Wealth Management has never raised funding before.

Frequently asked questions

K2 Wealth Management is located in XX.

K2 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.

K2 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.

K2 Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at K2 Wealth Management

Brian Duerson

Founder, CEO

4.8

40,000 users