Matterhorn Private Wealth
Financial Services • 
Brighton, New York, United States • 1-10 Employees
Company overview
| Headquarters | 70 Linden Oaks, Third Floor, Rochester, New York 14625, US |
| NAICS | 52 |
| Keywords | Wealth Management, Financial Planning, Estate Planning, Investment Management |
| Founded | 2025 |
| Employees | 1-10 |
Key Contact at Matterhorn Private Wealth
James Robert Horn
Founder & Wealth Advisor
About Matterhorn Private Wealth
Your partner in life planning. Because your future matters.⛰️ Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Matterhorn Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
Matterhorn Private Wealth 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
Employees by Department
Matterhorn Private Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Matterhorn Private Wealth has never raised funding before.
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