Kleberg Wealth Management Revenue

Financial Services • Corpus Christi, Texas, United States • 1-10 Employees

Kleberg Wealth Management 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 Kleberg Wealth Management

Joseph Vasquez

Vice President - Financial Advisor

Company overview

Headquarters	5350 S Staples St, Corpus Christi, Texas 78411, US
Phone number	+13618506800
Websites	klebergwealth.com ceterais.com
NAICS	52
Keywords	Investment Products
Employees	1-10
Socials

Kleberg Wealth Management Email Formats

Kleberg Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@klebergwealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@klebergwealth.com	66.7%
{first name}{last name}	johndoe@klebergwealth.com	33.3%

About Kleberg Wealth Management

We provide tailored financial solutions for individuals, families, businesses, and advisors. Whether you are planning for the future or navigating complex financial transitions, the Kleberg Wealth team is here to help you achieve your goals. We invite you to explore the full range of services we offer, and see how we can partner with you on your financial journey. Kleberg Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Kleberg Wealth Management has never raised funding before.

Frequently asked questions

Kleberg Wealth Management is located in Corpus Christi, Texas, US.

You can reach Kleberg Wealth Management at +13618506800.

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

Kleberg Wealth Management 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.

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

Key Contact at Kleberg Wealth Management

Joseph Vasquez

Vice President - Financial Advisor

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