Monat Wealth Management
Financial Services • 
Waterloo, Iowa, United States • 1-10 Employees
Company overview
| Headquarters | 978 Home Plaza, Suite 400, Waterloo, Iowa 50701, US |
| Phone number | +18002640785 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Financial Planning |
| Employees | 1-10 |
| Socials |
Key Contact at Monat Wealth Management
Miah Peterson
Social Media Director
Monat Wealth Management Email Formats
Monat Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@monatwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@monatwealth.com | 100% |
About Monat Wealth Management
At Monat Wealth Management, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. As an independent financial planning firm, we solely represent our clients' needs and interests, rather than any specific company’s. While some financial institutions recommend investment products that are manufactured by the parent of the subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity, it allows us to provide our clients with the commitment that they deserve. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Monat Wealth Management revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Monat Wealth Management has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Monat Wealth Management has never raised funding before.
Monat Wealth Management Tech Stack
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