MultiGen Wealth Services Revenue

Financial Services • Bellingham, Washington, United States • 1-10 Employees

MultiGen Wealth Services revenue & valuation

Annual revenue	$983,416
Revenue per employee	$197,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,200,000
Total funding	No funding

Key Contact at MultiGen Wealth Services

Craig Brown

President

Company overview

Headquarters	113 W. Chestnut Street, Bellingham, WA 98225, US
Phone number	+13603922883
Website	multigenws.com
NAICS	52
SIC	628
Keywords	Investments, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Insurance Management, Multi-Generation Wealth Transfers
Founded	2011
Employees	1-10
Socials

About MultiGen Wealth Services

MultiGen Wealth Services Inc. is named for the need to prepare for intergenerational financial planning. We are an independent firm working in conjunction with LPL Financial to provide non-proprietary investment and insurance products. Our founder and president is Craig Brown, a dedicated Wealth Services Professional with over a decade of service to high net-worth families and successful business owners. He is a Chartered Retirement Planning Counselor trained to understand the individual needs and goals of each client. MultiGen Wealth Services focuses on human capital, helping families to understand and be prepared for their future. Our knowledge of financial investing helps you to preserve your assets so your loved ones can enjoy the benefits of your many years of work. For more information on financial planning, and preserving your and your family's future, please contact us. Our Mission Statement: To partner with our clients effectively, so we can enhance the quality of their lives through risk management, capital allocation, and communication as their personal CFO. Securities offered through LPL Financial, Member FINRA/SIPC. http://www.sipc.org http://www.finra.org Investment advice offered through Strategic Wealth Advisors Group LLC, a registered investment advisor. MultiGen Wealth Services and Strategic Wealth Advisors Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, MO, UT, WA, VT, NE, AZ, AK, OR. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

MultiGen Wealth Services has never raised funding before.

MultiGen Wealth Services Tech Stack

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

Cloudflare

CDN

Adobe Fonts

Font scripts

Twitter Emoji

Font scripts

Cloudflare Bot Management

Security

Genesis theme

WordPress themes

GoDaddy

Hosting

HTTP/3

Miscellaneous

PHP

Programming languages

Site Kit

Analytics

React

JavaScript frameworks

WordPress

Blogs

PWA

Miscellaneous

Frequently asked questions

MultiGen Wealth Services is located in Bellingham, Washington, US.

You can reach MultiGen Wealth Services at +13603922883.

MultiGen Wealth Services generates an estimated annual revenue of $983,416. This revenue figure reflects the company's market position and business performance in its industry.

MultiGen Wealth Services has an estimated valuation of $3,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

MultiGen Wealth Services was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at MultiGen Wealth Services

Craig Brown

President

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