Key Wealth Management Revenue
Financial Services • 
Scottsdale, Arizona, United States • 1-10 Employees
Key Wealth Management revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Key Contacts at Key Wealth Management
Caitlyn Salloum
Founder, Kwm & Private Wealth Advisor, Rjfs
Trese Cintron
Chief Of Staff / Director Of Engagement, Enablement & Strategy
Richard Emery
Director
Company overview
| Headquarters | 8669 E San Alberto Dr, Suite 100, Scottsdale, Arizona 85258, US |
| Phone number | +14806260909 |
| Website | |
| NAICS | 52 |
| SIC | 6211, 621 |
| Keywords | Risk Management, Retirement Planning, Insurance, Investment Management, Women, Physicians, Executives, Life Transitions, College Savings, Attorneys, Small Business Owners, Employer Retirement Plans |
| Founded | 2016 |
| Employees | 1-10 |
Key Wealth Management Email Formats
Key Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@mykeywealth.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@mykeywealth.com | 80% |
{first name} | john@mykeywealth.com | 20% |
About Key Wealth Management
About Us Key Wealth Management was founded with the vision of women empowering women. Our mission is to help our clients live a life they love and guide them to confidently achieve their financial goals. We specialize in strategic planning for retirement, tax savings, college savings and insurance. There is nothing more rewarding than empowering our clients to pursue their goals and providing them with a road map to do so. Key Wealth Values We constantly strive for service excellence, and we go to great lengths to make our client experience as effortless and valuable as possible. We promise a high-caliber experience and consistently deliver this through proactive outreach, careful preparation, impactful meetings, and follow-through. Key Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Key Wealth Management has 7 employees across 5 departments.
Departments
Number of employees
Funding Data
Key Wealth Management has never raised funding before.
Key Wealth Management Tech Stack
Discover the technologies and tools that power Key Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Security
Search engines
RUM
Marketing automation
Personalisation
Analytics
Livestreaming
Security
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Advertising
JavaScript libraries
South Africa
Frequently asked questions
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