Northeast Wealth Management Revenue

Investment Management • Plymouth, Massachusetts, United States • 1-10 Employees

Northeast 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

Key Contact at Northeast Wealth Management

Kate Leonard

Founder

Company overview

Headquarters	34 Main Street Ext, Suite 303, Plymouth, Massachusetts 02360, US
Phone number	+17813562969
Websites	northeastwealthmanagement.com supremealliancellc.com
NAICS	5231
SIC	736
Founded	1977
Employees	1-10
Socials

About Northeast Wealth Management

Northeast Wealth Management is a wealth management company that assists its clients in creating, preserving, and managing wealth, while planning their legacy. Located in Plymouth, Massachusetts, we replicate family office services for folks who may not have the investable assets or who might not be able to afford the costs and fees associated with the traditional “Family Office” model. We take a holistic approach that includes investment management but also includes a focus on tax, legal, estate, retirement, health care, and family needs planning. This is accomplished by means of our Legacy Vision Approach (TM). Referral sources include estate planning attorneys, CPAs, business brokers, and business attorneys. #wealthmanagement #familyoffice #investableassets #wealth #duediligence #completeprivacy #exitstrategy #businessowners #financialconsultant #currentmarkettrends #legacyvisionplan #financialgoals #personalgoals #wealthmanagement #legacy #estateplanningattorney #cpa #businessbroker #businessattorney Securities offered through Supreme Alliance LLC, Broker/Dealer, RIA, Member FINRA

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Northeast Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Northeast Wealth Management has never raised funding before.

Frequently asked questions

Northeast Wealth Management is located in Plymouth, Massachusetts, US.

You can reach Northeast Wealth Management at +17813562969.

Northeast Wealth Management generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Northeast Wealth Management has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Northeast Wealth Management was founded in 1977, making it 49 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Northeast Wealth Management

Kate Leonard

Founder

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