National Wealth Management Revenue

Financial Services • Halifax, Nova Scotia, Canada • 1-10 Employees

National Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at National Wealth Management

Todd Ellis

Financial Advisor / President

Company overview

Headquarters	1301-1959 Upper Water Street, Halifax, Nova Scotia B3J 3N2, CA
Phone number	+19024292696
Website	nationalwealth.ca
NAICS	52
SIC	736
Keywords	Insurance Planning, Banking, Wealth Management, Disability Insurance, Group Benefits, Life Insurance, Financial Planning, Critical Illness Insurance, Estate Planning, Mutual Funds, Investment Management, Segregated Funds
Founded	2014
Employees	1-10
Socials

National Wealth Management Email Formats

National Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@nationalwealth.ca), used 100% of the time.

Format	Example	Percentage
{first initial}	j@nationalwealth.ca	100%

About National Wealth Management

Working together for a better tomorrow. National Wealth Management is an independent advisory firm that works with affluent families and business owners who live a modest lifestyle and prioritize investing in their communities. We primarily work with affluent families and business owners who live a modest lifestyle and enjoy giving back to their community. Together, we can help you plan for life's most precious moments. Contact us today to begin your journey to financial freedom. Insurance products, including segregated fund policies are offered through National Wealth Management Inc., and Investment Representatives Todd Ellis, Joel Klaus, Martin Langille and Debra Muise offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

National Wealth Management has never raised funding before.

National Wealth Management Tech Stack

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

Underscore.js

JavaScript libraries

Drupal

CMS

Google Maps

Maps

Microsoft 365

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

AddToAny

Widgets

Google Analytics

Analytics

Linkedin Insight Tag

Analytics

Google Hosted Libraries

CDN

Frequently asked questions

National Wealth Management is located in Halifax, Nova Scotia, CA.

You can reach National Wealth Management at +19024292696.

National Wealth Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

National Wealth Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

National Wealth Management was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at National Wealth Management

Todd Ellis

Financial Advisor / President

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