O'Brien Wealth Management Revenue
Financial Services • 
Red Bank, New Jersey, United States • 1-10 Employees
O'Brien Wealth Management revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contact at O'Brien Wealth Management
Elisabeth Zimmerman
Managing Director
Company overview
| Headquarters | 2 Bridge Ave, Suite #633, Red Bank, New Jersey 07701, US |
| Phone number | +17374432582 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Risk Management, Insurance Planning, Wealth Management, Cash Flow Management, Impact Investing, Asset Allocation, Wealth Transfer, Portfolio Management, Financial Planning, Estate Planning, ESG, Manager Due Diligence, Distribution Planning, Tax-Loss Harvesting |
| Employees | 1-10 |
| Socials |
O'Brien Wealth Management Email Formats
O'Brien Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@obrienwealthmgt.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@obrienwealthmgt.com | 100% |
About O'Brien Wealth Management
At O’Brien Wealth Management, we embrace our identity as a completely independent firm. When it comes to asset allocation, we have deep relationships, scale and experience to find the best asset manager talent across the capital structure. Before we invest a single dollar of capital, we run through a risk assessment to fully understand your goals, objectives and concerns. In our investment approach, you will typically find fully customized best of breed active and passive separately managed accounts. We are completely unbiased in our manager selection phase and try to design customized portfolios by allocating capital to the highest quality managers in all asset classes both liquid and illiquid. Clients can expect a heavy focus on after-tax results. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.com) / SIPC (www.sipc.com). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. O'Brien Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. https://brokercheck.finra.org Investor disclosures: https://bit.ly/KF-Disclosures This page is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Kestra Financial may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 844-553-7872.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
O'Brien Wealth Management has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
O'Brien Wealth Management has never raised funding before.
O'Brien Wealth Management Tech Stack
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Frequently asked questions
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