Monterey Wealth Revenue

Financial Services • Sandy Springs, Georgia, United States • 1-10 Employees

Monterey Wealth revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Monterey Wealth

Toby Cramer

Director Of Business Development

Robyn Barocas

Director, Plan Management & Administration

Company overview

Headquarters	1117 Perimeter Center West, E201, Atlanta, Georgia 30338, US
Phone number	+14042012284
Website	montereywealth.com
NAICS	52
SIC	628
Keywords	401(K) Rollover And Financial Planning
Founded	2004
Employees	1-10
Socials

About Monterey Wealth

Many 401k advisors provide investment guidance. In reality, investment management has become a commodity. Other advisors provide investment guidance and employee education. Some are effective and some are not. Very few 401k advisors provide investment management, employee education, and support plan operations. That’s what makes Monterey Wealth different. Our goal is simple. Own plan operations, help you keep your plan clean, and take work off the plan administrators' desk.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Partner

Entry

Employees by Department

Monterey Wealth has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Monterey Wealth has never raised funding before.

Monterey Wealth Tech Stack

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

jQuery UI

JavaScript libraries

Google Maps

Maps

Elementor

Page builders

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Ads

Advertising

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Frequently asked questions

Monterey Wealth is located in Sandy Springs, Georgia, US.

You can reach Monterey Wealth at +14042012284.

Monterey Wealth generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Monterey Wealth 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.

Monterey Wealth was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Monterey Wealth

Toby Cramer

Director Of Business Development

Robyn Barocas

Director, Plan Management & Administration

4.8

40,000 users