Old Point Wealth Management, A Towne Family Company
Investment Management • 
11780 Jefferson Avenue, Suite D, United States • 21-50 Employees
Company overview
| Headquarters | 11780 Jefferson Avenue, Suite D, Newport News, Virginia 23606, US |
| Websites | |
| NAICS | 5231 |
| Keywords | Fiduciary, And Wealth Management Services, Integrated Investment |
| Founded | 1999 |
| Employees | 21-50 |
Key Contacts at Old Point Wealth Management, A Towne Family Company
Sherri Miles
Member Board Of Directors
William Hunt
Director
Old Point Wealth Management, A Towne Family Company Email Formats
Old Point Wealth Management, A Towne Family Company uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@oldpointtrust.com), used 36% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@oldpointtrust.com | 72% |
{first name}{last name} | johndoe@oldpointwealth.com | 20% |
{last name}{first initial} | doej@oldpointtrust.com | 4% |
About Old Point Wealth Management, A Towne Family Company
As of September 1, 2025, Old Point Wealth Management is a Towne Family Company. We are the largest wealth management company headquartered in Hampton Roads, Virginia offering local, community-based management of our clients’ assets. Our principal focus is to provide integrated investment, fiduciary and wealth management services with diligence, care and superior customer service. Our highly experienced and certified team is ready to help you manage your assets. We offer a comprehensive line of services including investment management, trust and estate administration, financial planning, and retirement solutions for both individuals and businesses.
Old Point Wealth Management, A Towne Family Company revenue & valuation
| Annual revenue | $2,737,760 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $8,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Old Point Wealth Management, A Towne Family Company has 14 employees across 5 departments.
Departments
Number of employees
Funding Data
Old Point Wealth Management, A Towne Family Company has never raised funding before.
Old Point Wealth Management, A Towne Family Company Tech Stack
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Frequently asked questions
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