Legacy Private Wealth Revenue

Financial Services • Orange, California, United States • 1-10 Employees

Legacy Private Wealth revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Legacy Private Wealth

Matthew Martinez

Ceo & Wealth Advisor

Company overview

Headquarters	500 N State College Blvd, Orange, California 92868, US
Website	legacywealth.pro
NAICS	52
Founded	2021
Employees	1-10

Legacy Private Wealth Email Formats

Legacy Private Wealth uses 1 email format. The most common is {first initial} (e.g., j@legacywealth.pro), used 100% of the time.

Format	Example	Percentage
{first initial}	j@legacywealth.pro	100%

About Legacy Private Wealth

Strategies tailored for every generation. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Legacy Private Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Legacy Private Wealth has never raised funding before.

Frequently asked questions

Legacy Private Wealth is located in Orange, California, US.

Legacy Private Wealth generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Legacy Private Wealth has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Legacy Private Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Legacy Private Wealth

Matthew Martinez

Ceo & Wealth Advisor

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