Malama Wealth Revenue

Financial Services • • 1-10 Employees

Malama Wealth 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 Malama Wealth

Carl Lavis

Director & Independent Financial Adviser

Company overview

Headquarters	XX
Website	malamawealth.co.uk
NAICS	52
Employees	1-10

About Malama Wealth

At Malama Wealth, our goal is to provide personalised financial advice that embodies the Hawaiian principle of Mālama – to protect and care for what matters most. We are committed to safeguarding your financial future by delivering tailored planning that not only helps you grow your wealth but also ensure it is carefully managed and nurtured over the long term. Through our client-focused approach, we cultivate lasting relationships built on trust, empathy, and an unwavering dedication to your financial well-being. We offer independent financial advice to individuals, families, and business owners across the South West and London, tailored to meet your unique financial goals and circumstances. We would love to hear from you if you feel our friendly face to face service could add value to you and your life. Malama Wealth Ltd is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Malama Wealth Ltd is entered on the FCA register (www.fca.org.uk) under no. 1018812. Registered Office: Winslade House, Manor Drive, Clyst St Mary, Exeter, United Kingdom, EX5 1FY. Registered in England and Wales Number: 15530481.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Malama Wealth has never raised funding before.

Frequently asked questions

Malama Wealth is located in XX.

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

Malama Wealth 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.

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

Key Contact at Malama Wealth

Carl Lavis

Director & Independent Financial Adviser

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