McCune Whiteley Wealth Management Revenue

Financial Services • Fort Worth, Texas, United States • 1-10 Employees

McCune Whiteley Wealth Management revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at McCune Whiteley Wealth Management

Cory Mccune

Co-Owner

Company overview

Headquarters	2900 Wingate St, Suite 100, Fort Worth, Texas 76107, US
Phone number	+18177756996
Website	mywealthmanaged.com
NAICS	52
Keywords	Investment Management, Insurance, Estate Planning, Retirement Planning, Financial Planning, Business Planning, Life Insurance, Tax Strategies, Long-Term Care Planning, College Savings, Trust Services, Long-Term Care Insurance
Founded	2009
Employees	1-10

McCune Whiteley Wealth Management Email Formats

McCune Whiteley Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@mywealthmanaged.com), used 75% of the time.

Format	Example	Percentage
{first name}	john@mywealthmanaged.com	75%
{first initial}	j@mywealthmanaged.com	25%

About McCune Whiteley Wealth Management

Whether you’re beginning your investment journey, re-imagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights. Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk. Contact us at info@mywealthmanaged.com or the phone number listed. https://www.kestrafinancial.com/disclosures FINRA.org SIPC.org CA Insurance License (Cory McCune) #0H62100 CA Insurance License (Bret Whiteley) #4221704 AR Insurance License (Cory McCune) #14578567 AR Insurance License (Bret Whiteley) #13817562

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Intern

Employees by Department

McCune Whiteley Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

McCune Whiteley Wealth Management has never raised funding before.

Frequently asked questions

McCune Whiteley Wealth Management is located in Fort Worth, Texas, US.

You can reach McCune Whiteley Wealth Management at +18177756996.

McCune Whiteley Wealth Management generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

McCune Whiteley Wealth Management has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

McCune Whiteley Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at McCune Whiteley Wealth Management

Cory Mccune

Co-Owner

4.8

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