Lake Edge Wealth Advisors Revenue

Financial Services • Green Bay, Wisconsin, United States • 1-10 Employees

Lake Edge Wealth Advisors revenue & valuation

Annual revenue	$8,620,054
Revenue per employee	$1,725,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$27,600,000
Total funding	No funding

Key Contact at Lake Edge Wealth Advisors

Daniel Cape

President and Founding Partner

Company overview

Headquarters	2345 E Mason St, Green Bay, Wisconsin 54302, US
Phone number	+19202722273
Website	lakeedgewealth.com
NAICS	52
SIC	628
Founded	2012
Employees	1-10

Lake Edge Wealth Advisors Email Formats

Lake Edge Wealth Advisors uses 1 email format. The most common is {first name} (e.g., john@lakeedgewealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@lakeedgewealth.com	100%

About Lake Edge Wealth Advisors

At Lake Edge Wealth Advisors, we develop smart financial strategies to guide you through the various stages of life while offering clarity and stability along the way. Our goal is to serve your family for life; helping you grow, preserve, and build your wealth. Lake Edge Wealth Advisors are not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Lake Edge Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Lake Edge Wealth Advisors has never raised funding before.

Frequently asked questions

Lake Edge Wealth Advisors is located in Green Bay, Wisconsin, US.

You can reach Lake Edge Wealth Advisors at +19202722273.

Lake Edge Wealth Advisors generates an estimated annual revenue of $8,620,054. This revenue figure reflects the company's market position and business performance in its industry.

Lake Edge Wealth Advisors has an estimated valuation of $27,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Lake Edge Wealth Advisors was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Lake Edge Wealth Advisors

Daniel Cape

President and Founding Partner

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