Muirwood Private Wealth Revenue

Financial Services • Walnut Creek, California, United States • 1-10 Employees

Muirwood Private Wealth 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

Key Contact at Muirwood Private Wealth

Kyle Penland

Director, Client Experience And Operations

Company overview

Headquarters	1676 N California Blvd, Suite 350, Walnut Creek, California 94596, US
Phone number	+19254337490
Website	muirwoodpw.com
NAICS	52
Founded	2020
Employees	1-10
Socials

Muirwood Private Wealth Email Formats

Muirwood Private Wealth uses 2 email formats. The most common is {first name} (e.g., john@muirwoodpw.com), used 80% of the time.

Format	Example	Percentage
{first name}	john@muirwoodpw.com	80%
{first initial}	j@muirwoodpw.com	20%

About Muirwood Private Wealth

Managing wealth can be complex. Our aim is to simplify. First we listen to you. We understand your goals. Then we build a smart financial plan to get you there. We utilize a time-tested holistic planning process that addresses both sides of your balance sheet. We emphasize education, communication and an appreciation for behavioral finance, as our decades of experience have shown us how emotions and biases can impact investment decisions and results. We are empathetic with our clients, sensitive to family dynamics and proactive to provide smart, tax-efficient solutions. Through our personal attention, responsive service, and clear communication around the planning process, we look to deliver true peace of mind. Thoreau said “Wealth is the ability to fully experience life.” Our goal is to help you realize your wealth. Please see www.muirwoodpw.com for important related disclaimers.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Director

Employees by Department

Muirwood Private Wealth has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Muirwood Private Wealth has never raised funding before.

Muirwood Private Wealth Tech Stack

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

Cloudflare

CDN

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reCAPTCHA

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jQuery

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Google Tag Manager

Tag managers

Linkedin Ads

Advertising

HTTP/3

Miscellaneous

HSTS

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Calendly

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Linkedin Insight Tag

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Analytics

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Frequently asked questions

Muirwood Private Wealth is located in Walnut Creek, California, US.

You can reach Muirwood Private Wealth at +19254337490.

Muirwood Private Wealth generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Muirwood Private Wealth has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Muirwood Private Wealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Muirwood Private Wealth

Kyle Penland

Director, Client Experience And Operations

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