Marquette Wealth Management Revenue

Financial Services • Minneapolis, Minnesota, United States • 11-20 Employees

Marquette Wealth Management revenue & valuation

Annual revenue	$7,989,027
Revenue per employee	$533,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$25,600,000
Total funding	No funding

Key Contacts at Marquette Wealth Management

Valerie Thomas

Managing Director And Chief Client Experience Officer

Bob Rubenstein

Managing Director

Company overview

Headquarters	150 S 5th St, Minneapolis, Minnesota, US
Phone number	+18666613770
Website	marquettewm.com
NAICS	52
SIC	628
Keywords	Planning, Wealth Management, Financial Planning, Investment Management, Tax & Administrative Support Services
Founded	2005
Employees	11-20
Socials

Marquette Wealth Management Email Formats

Marquette Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@marquetteam.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@marquetteam.com	100%

About Marquette Wealth Management

Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. Originally named Marquette Asset Management, we changed our name to Marquette Wealth Management in 2018 to more accurately reflect how we work with our clients to address their entire financial picture using a holistic approach.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Marquette Wealth Management has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Marquette Wealth Management has never raised funding before.

Marquette Wealth Management Tech Stack

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

Google Hosted Libraries

CDN

Skai

Analytics

Marchex

Analytics

Google Tag Manager

Tag managers

GoDaddy

Hosting

Node.js

Programming languages

jQuery

JavaScript libraries

Calendly

Appointment scheduling

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Google Maps

Maps

Frequently asked questions

Marquette Wealth Management is located in Minneapolis, Minnesota, US.

You can reach Marquette Wealth Management at +18666613770.

Marquette Wealth Management generates an estimated annual revenue of $7,989,027. This revenue figure reflects the company's market position and business performance in its industry.

Marquette Wealth Management has an estimated valuation of $25,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Marquette Wealth Management was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Marquette Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Marquette Wealth Management

Valerie Thomas

Managing Director And Chief Client Experience Officer

Bob Rubenstein

Managing Director

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