Oak & Shepherd Wealth Management Revenue
Financial Services • 
Crozet, Virginia, United States • 1-10 Employees
$
Oak & Shepherd Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at Oak & Shepherd Wealth Management
Joseph Shenk
President, Financial Advisor
Company overview
| Headquarters | 1005 Heathercroft Circle, Crozet, Virginia 22932, US |
| Phone number | +14342683033 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advising, Wealth Management, Portfolio Construction, Asset Allocation, Financial Coaching, Financial Planning, Estate Planning, Retirement Income Planning |
| Founded | 2024 |
| Employees | 1-10 |
About Oak & Shepherd Wealth Management
Investing in your future, today.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Vice President
Funding Data
Oak & Shepherd Wealth Management has never raised funding before.
Oak & Shepherd Wealth Management Tech Stack
Discover the technologies and tools that power Oak & Shepherd Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
United Arab Emirates
Ireland
Taiwan, Province of China
Australia
United KingdomFrequently asked questions
Oak & Shepherd Wealth Management is located in Crozet, Virginia, US.
You can reach Oak & Shepherd Wealth Management at +14342683033.
Oak & Shepherd Wealth Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.
Oak & Shepherd Wealth Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Oak & Shepherd Wealth Management was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Oak & Shepherd Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
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