Montgomery Wealth Management Revenue
Financial Services • 
Anywhere, United States • 1-10 Employees
$
Montgomery Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at Montgomery Wealth Management
Jason Weckerly
Owner/Advisor
Company overview
| Headquarters | Anywhere, United States |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
About Montgomery Wealth Management
Boutique financial planning and wealth management firm serving the Greater Philadelphia Area. We are fully transparent and fee-only. Also currently open to pro bono work and volunteer opportunities. Specializations - working with Healthcare and Pharmaceutical Equity Award Plans, Decision-Making, Deferred Compensation, Taxes, and Low-Cost Investment Management.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Founder/Owner
Funding Data
Montgomery Wealth Management has never raised funding before.
United Kingdom
Finland
Canada
FranceFrequently asked questions
Montgomery Wealth Management is located in Anywhere, US.
Montgomery Wealth Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.
Montgomery Wealth Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Montgomery Wealth Management was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Montgomery Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
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