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MedWealth Advisory Group

MedWealth Advisory Group Revenue

InsuranceFlag of US24688 N May Ave, Edmond, United States1-10 Employees

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MedWealth Advisory Group revenue & valuation

Annual revenue$513,330
Revenue per employee$86,000
Estimated valuation?$1,700,000
Total fundingNo funding

Key Contact at MedWealth Advisory Group

Flag of US

Keri Knowles

Founder

Company overview

Headquarters24688 N May Ave, Edmond, Oklahoma 73025, US
Phone number+14058485790
Websites
NAICS52
Keywords
Insurance, Retirement Planning, Medicare, Baby Boomers, Investment Advisor, Long-Term Care, Senior Healthcare, Public Speakers, Radio Show, Senior Industry, Sandwich Generation
Founded2025
Employees1-10
Socials

MedWealth Advisory Group Email Formats

MedWealth Advisory Group uses 2 email formats. The most common is {first name} (e.g., john@wellpreserved.info), used 66.7% of the time.

FormatExamplePercentage
{first name}
john@wellpreserved.info
66.7%
{first initial}
j@wellpreserved.info
33.3%

About MedWealth Advisory Group

MedWealth Advisory Group Incorporates a Distinctive Approach to Senior Healthcare and Financial Planning At MedWealth Advisory Group, we specialize in three key areas that set us apart: Deep Experience in Senior Healthcare Our team brings decades of hands-on expertise in the senior healthcare space, giving us a unique understanding of the challenges and needs facing older adults and their families. A Collaborative Environment of Specialists We’ve built a trusted network of professionals in senior healthcare, senior living, and financial planning—creating a comprehensive, client-centered approach that ensures every aspect of care and financial well-being is thoughtfully addressed. Comprehensive Knowledge of Medicare Solutions We stay fully informed on all sides of Medicare—from traditional plans to the latest product developments—so our clients receive clear, unbiased guidance tailored to their individual needs.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Founder/Owner

Employees by Department

MedWealth Advisory Group has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

MedWealth Advisory Group has never raised funding before.

Frequently asked questions

MedWealth Advisory Group is located in 24688 N May Ave, Edmond, US.
You can reach MedWealth Advisory Group at +14058485790.
MedWealth Advisory Group generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.
MedWealth Advisory Group 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.
MedWealth Advisory Group was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.
MedWealth Advisory Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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