Morgia Wealth Management
Financial Services • 
Watertown, New York, United States • 11-20 Employees
Company overview
| Headquarters | 151 Mullin St, Watertown, New York 13601, US |
| Phone number | +13152227148 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Advice, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, Risk Mitigation, Cashflow Planning |
| Founded | 1968 |
| Employees | 11-20 |
| Socials |
Key Contacts at Morgia Wealth Management
John B. Johnson
Partner, Director Wealth Management
Frank Murphy
Director Of Trading
Morgia Wealth Management Email Formats
Morgia Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@morgiawm.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@morgiawm.com | 50% |
{last name}{last name} | doedoe@morgiawm.com | 33.3% |
{first name}{last name} | johndoe@morgiawm.com | 16.7% |
About Morgia Wealth Management
Morgia Wealth Management is a financial and retirement planning firm serving Watertown, Rochester, Syracuse, Ithaca and surrounding areas. Wealth management based in Watertown, NY.
Morgia Wealth Management revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Morgia Wealth Management has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
Morgia Wealth Management has never raised funding before.
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