On Point Wealth Management
Financial Services • 
Lake Wales, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 29 State Road 60 W, Lake Wales, Florida 33853, US |
| Phone number | +1555555555 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Preservation And Transfer Of Wealth, Tax Reduction And Growth |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contact at On Point Wealth Management
James M. Nelson
Owner / President
On Point Wealth Management Email Formats
On Point Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@onpointwealthmanagement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@onpointwealthmanagement.com | 100% |
About On Point Wealth Management
Growing and preserving wealth through tax savings and efficient transfer of wealth. On Point Wealth Management 29 SR 60 West Lake Wales, FL 33853 863-456-4768 James M. “Jimmy” Nelson is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with On Point Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
On Point Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
On Point Wealth Management has never raised funding before.
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