Preserve Private Wealth

Investment Management • Washington, District of Columbia, United States • 1-10 Employees

Company overview

Headquarters	Washington, District of Columbia, United States
Website	preserveprivatewealth.com
NAICS	5231
Founded	2023
Employees	1-10

Key Contact at Preserve Private Wealth

Mario A. Zumbo

Founder and President

Preserve Private Wealth Email Formats

Preserve Private Wealth uses 1 email format. The most common is {first initial} (e.g., j@preserveprivatewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@preserveprivatewealth.com	100%

About Preserve Private Wealth

Preserve Private Wealth (PPW) is a modern, independent wealth management firm providing personalized money management and comprehensive financial planning in a fiduciary capacity. PPW is tailored to meet the unique needs of high-net-worth individuals and families. Our clients—business owners, those preparing for retirement, and individuals navigating life transitions such as inheritance, divorce, or widowhood—trust us for expert guidance and a highly personalized approach.

Preserve Private Wealth revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Preserve Private Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Preserve Private Wealth has never raised funding before.

Preserve Private Wealth Tech Stack

Discover the technologies and tools that power Preserve Private Wealth's digital infrastructure, from frameworks to analytics platforms.

jQuery

JavaScript libraries

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Google Cloud CDN

CDN

Google Workspace

Google Hosted Libraries

CDN

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Frequently asked questions

Preserve Private Wealth is located in Washington, District of Columbia, US.

Preserve Private Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Preserve Private Wealth

Mario A. Zumbo

Founder and President

4.8

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