Newton Wealth Management
Investment Management • 
Charlotte, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 10800 Sikes Pl, Suite 215, Charlotte, North Carolina 28277, US |
| Website | |
| NAICS | 5231 |
| Keywords | Wealth, Financial Planning, Retirement, Investment Managment |
| Founded | 1978 |
| Employees | 1-10 |
Key Contact at Newton Wealth Management
Sara Beth Heck
Director of Operations
Newton Wealth Management Email Formats
Newton Wealth Management uses 3 email formats. The most common is {first name} (e.g., john@newtonwealthmanagement.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@newtonwealthmanagement.com | 50% |
{first initial} | j@newtonwealthmanagement.com | 25% |
{first initial}{second initial} | jo@newtonwealthmanagement.com | 25% |
About Newton Wealth Management
Our mission is to assist our clients in reaching their financial goals by providing financial services and creative, intelligent solutions to their needs. We believe that your needs as an investor should always come first. You should be treated fairly, ethically, and respectfully by every employee of our firm. You have the right to competent, courteous service and advice at a fair price.
Newton Wealth Management revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Newton Wealth Management has never raised funding before.
Newton Wealth Management Tech Stack
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Frequently asked questions
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