Lutz Legacy Wealth Management

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	lutzlegacy.com
NAICS	52
Employees	1-10

Key Contact at Lutz Legacy Wealth Management

Charles Lutz

President & CEO

About Lutz Legacy Wealth Management

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. Investment and insurance products offered through Osaic Institutions, Inc. (Member FINRA/SIPC). Lutz Legacy Wealth Management and Osaic Institutions, Inc. are not affiliated.

Lutz Legacy Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Lutz Legacy Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Lutz Legacy Wealth Management has never raised funding before.

Frequently asked questions

Lutz Legacy Wealth Management is located in XX.

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

Key Contact at Lutz Legacy Wealth Management

Charles Lutz

President & CEO

4.8

40,000 users