Millennium Private Wealth Revenue
Financial Services • 
Charleston, South Carolina 29492, United States • 21-50 Employees
Millennium Private Wealth revenue & valuation
| Annual revenue | $3,165,535 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,200,000 |
| Total funding | No funding |
Key Contacts at Millennium Private Wealth
Lance Paulson
Managing Director, Owner
James Leonard
Managing Director
Justin Dodds
Senior Financial Advisor/Owner
Dan Mason
Managing Director And Owner
Company overview
| Headquarters | Charleston, South Carolina 29492, United States |
| Phone number | +15206130350 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 21-50 |
| Socials |
Millennium Private Wealth Email Formats
Millennium Private Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@millenniumpw.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@millenniumpw.com | 50% |
{first name}.{last name} | john.doe@millenniumpw.com | 50% |
About Millennium Private Wealth
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. Millennium Private Wealth, LLC 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 This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Millennium Private Wealth has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Millennium Private Wealth has never raised funding before.
Millennium Private Wealth Tech Stack
Discover the technologies and tools that power Millennium Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
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Blogs
South Africa
Spain
United Kingdom
Frequently asked questions
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