Lifetime Wealth Management Revenue

Financial Services • Rockwall, Texas, United States • 1-10 Employees

Lifetime Wealth Management revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at Lifetime Wealth Management

Katie Chury

Director Of First Impressions

Company overview

Headquarters	Rockwall, Texas, United States
Phone number	+19727710650
Websites	lifetimewm.com lifetimewealthmanagement.com
NAICS	52
Keywords	Tax Planning, Business Succession Planning, Education Planning, Retirement Planning, Investment Consulting, Business Consulting, Estate Planning, Cash Flow Planning, Employee Benefits Consulting, Life Planning, Executive Benefits Consulting, Charitable Giving Planning, Financial Planning & Development, Investment Management - Discretionary, Investment Management - Non Discretionary, Major Purchase Consulting
Founded	2008
Employees	1-10
Socials

Lifetime Wealth Management Email Formats

Lifetime Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@lifetimewm.com), used 50% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@lifetimewm.com	83.3%
{first initial}	j@lifetimewm.com	16.7%

About Lifetime Wealth Management

Lifetime Wealth Management, P.C. operates with one singular objective: to provide superior financial advice and to foster lasting relationships with our clients. Each relationship has specific goals and dreams and being a part of achieving both results in a true love for what we do. Our success is a result of our quality of clientele, not from the quantity of clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Lifetime Wealth Management has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Lifetime Wealth Management has never raised funding before.

Lifetime Wealth Management Tech Stack

Discover the technologies and tools that power Lifetime Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Google Maps

Maps

Animate.css

UI frameworks

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

RankMath SEO

SEO

Google Analytics

Analytics

PixelYourSite

Analytics

Frequently asked questions

Lifetime Wealth Management is located in Rockwall, Texas, US.

You can reach Lifetime Wealth Management at +19727710650.

Lifetime Wealth Management generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Lifetime Wealth Management has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Lifetime Wealth Management was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Lifetime Wealth Management

Katie Chury

Director Of First Impressions

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