Moneywise Wealth Management Revenue

Financial Services • Bakersfield, California, United States • 21-50 Employees

Moneywise Wealth Management revenue & valuation

Annual revenue	$1,882,210
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,100,000
Total funding	No funding

Key Contacts at Moneywise Wealth Management

Justin Leland

Director Of Business Services | Senior Financial Advisor | Retirement Plan Specialist

Samy Abiaoui

Managing Director

Ty Bryson

Director Of Operations

Sally Selby

Marketing Director

Company overview

Headquarters	Bakersfield, California, United States
Phone number	+16618471001
Website	moneywiseguys.com
NAICS	52
SIC	628
Keywords	Full Service, Divorce, Financial Planning, 401(K), Social Security, 403B Calpers + Calstrs, Asset Allocation + Investment Management, Community Outreach + Partnerships, Comprehensive Fiduciary Advisory Services, Customized Client Relations, Death Inheritance, Education + Humor Radio Show And Podcast, Family Wealth Legacy + Estate Planning, Financial Risk + Behavioral Management, Retirement Income + Distribution Planning, Locally Owned + Operated
Founded	2003
Employees	21-50
Socials

Moneywise Wealth Management Email Formats

Moneywise Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@moneywiseguys.com), used 88.2% of the time.

Format	Example	Percentage
{first initial}	j@moneywiseguys.com	88.2%
{first name}	john@moneywiseguys.com	11.8%

About Moneywise Wealth Management

We, Moneywise Wealth Management | "The Moneywise Guys" podcast, are an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA, and partners with incredible clients from all walks of life and who live all over the country. We specialize in a down-to-earth service style that favors humor and compassion and our financial advisors are driven by an integrated WEALTH + TAX + ESTATE planning structure and a strategic investing mindset. We are dedicated to doing everything that is within our power, experience, and resources to better empower our wealth management clients and our show listeners in strategically building healthy financial lives in order to enjoy the things in life that matter much more. We are passionate about achieving this through our investment + retirement planning services and our live radio show + podcast "The Moneywise Guys." This is the Moneywise way. Everyone deserves to create financial stability in their lives, and we believe that a healthy relationship with money allows, by ripple effect, each individual to have a positive impact on their loved ones and their community. Individuals. Families. Business Owners. We’re here to help you on your financial journey to and through your retirement years. BE MONEYWISE. Moneywise Wealth Management | "The Moneywise Guys" podcast call: 661.847.1000 email: info@moneywiseguys.com visit: www.moneywiseguys.com https://www.scfsecurities.com/blog/scf-branch-named-inc-500-company/ http://www.scfsecurities.com/disc/moneywise

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Manager

Entry

Director

Employees by Department

Moneywise Wealth Management has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

Moneywise Wealth Management has never raised funding before.

Moneywise Wealth Management Tech Stack

Discover the technologies and tools that power Moneywise Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

PHP

Programming languages

WordPress

Blogs

MySQL

Databases

Sendinblue

Frequently asked questions

Moneywise Wealth Management is located in Bakersfield, California, US.

You can reach Moneywise Wealth Management at +16618471001.

Moneywise Wealth Management generates an estimated annual revenue of $1,882,210. This revenue figure reflects the company's market position and business performance in its industry.

Moneywise Wealth Management has an estimated valuation of $6,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Moneywise Wealth Management was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Moneywise Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.