MGR Wealth Management Revenue

Financial Services • Boca Raton, Florida, United States • 1-10 Employees

MGR Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at MGR Wealth Management

Felix Rosado

Managing Director

Company overview

Headquarters	2600 N Military Trail, Suite #240, Boca Raton, Florida 33431, US
Website	mgrwealth.com
NAICS	52
Founded	2024
Employees	1-10

MGR Wealth Management Email Formats

MGR Wealth Management uses 1 email format. The most common is {first name} (e.g., john@mgrwealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@mgrwealth.com	100%

About MGR Wealth Management

As the financial landscape becomes more complex, it has never been more important to have a sound strategy that creates a clear path for your financial and life goals. We at MGR Wealth Management work with a select group of business owners, individuals and families to navigate through the complexities with the confidence and understanding that maintaining a clear and concise plan brings. Our goal is to create a comprehensive strategy that aligns with your specific values and aspirations whether you are planning for retirement, looking to manage risk or creating your legacy. This information is intended for use by residents of AL, CA, CO, CT, DC, DE, FL, IL, MA, MD, MN, MO, NC, NJ, PA, SC, TN, TX, and WI only CA Insurance License #OI25207. Resident State: FL Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

MGR Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

MGR Wealth Management has never raised funding before.

Frequently asked questions

MGR Wealth Management is located in Boca Raton, Florida, US.

MGR Wealth Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

MGR Wealth Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

MGR Wealth Management was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at MGR Wealth Management

Felix Rosado

Managing Director

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