Marvin Wealth Management Revenue

Financial Services • Westlake, Ohio, United States • 1-10 Employees

Marvin Wealth Management revenue & valuation

Annual revenue	$509,954
Revenue per employee	$128,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Marvin Wealth Management

Daniel Kozdron

Director of Client Services

Company overview

Headquarters	28025 Clemens Road, Suite 2A, Westlake, Ohio 44145, US
Phone number	+14402509990
Website	marvinwealth.com
NAICS	52
SIC	736
Keywords	Financial Planning, Retirement And Estate Planning, Fee-Based Investment Management, Long-Term Care And Insurance Analysis
Founded	1997
Employees	1-10
Socials

Marvin Wealth Management Email Formats

Marvin Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@marvinwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@marvinwealth.com	100%

About Marvin Wealth Management

Marvin Wealth Management offers complete wealth management services as well as financial education to its clients throughout the greater Cleveland area. As an independent representative of LPL Financial, the firm provides complete wealth management services including retirement, estate and financial planning*; long-term care and insurance planning. The firm has a diverse client base including individuals, family offices, small businesses and corporations as well as endowments. Marvin Wealth Management builds client portfolios in-house rather than hiring outside managers. Marvin Wealth Management is a risk manager and believes that protecting clients’ wealth from downside risk is as important as planning for upside growth potential. Principal Dennis R. Marvin, CFP® has more than 20 years’ experience managing client portfolios. Securities offered through LPL Financial. A registered investment advisor, Member SIPC www.SIPC.org. Financial Planning offered through Marvin Wealth Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.marvinwealth.com.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Marvin Wealth Management has never raised funding before.

Marvin Wealth Management Tech Stack

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

Cloudflare

CDN

Lodash

JavaScript libraries

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

scrollreveal

JavaScript libraries

Slick

JavaScript libraries

HSTS

Security

Open Graph

Miscellaneous

Font Awesome

Font scripts

Skrollr

JavaScript libraries

Frequently asked questions

Marvin Wealth Management is located in Westlake, Ohio, US.

You can reach Marvin Wealth Management at +14402509990.

Marvin Wealth Management generates an estimated annual revenue of $509,954. This revenue figure reflects the company's market position and business performance in its industry.

Marvin Wealth Management has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Marvin Wealth Management was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Marvin Wealth Management

Daniel Kozdron

Director of Client Services

4.8

40,000 users