Professional Wealth Advisors Revenue

Financial Services • Downers Grove, Illinois, United States • 21-50 Employees

Professional Wealth Advisors revenue & valuation

Annual revenue	$3,935,530
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,600,000
Total funding	No funding

Key Contacts at Professional Wealth Advisors

Crystal Kolcz

Managing Director

Jim Davids

Director Of Trading, Wealth Advisor

Ryan Connor

Director Of Financial Planning

Helene Haynes

Director Of Client Experience

Brett Pawelkiewicz

Director Of Ria Operations And Transitions

Company overview

Headquarters	2651 Warrenville Rd, Suite 200, Downers Grove, Illinois 60515, US
Phone number	+16302144700
Website	pwaplan.com
NAICS	52
Founded	2015
Employees	21-50
Socials

Professional Wealth Advisors Email Formats

Professional Wealth Advisors uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@pwaplan.com), used 91.7% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@pwaplan.com	91.7%
{first initial}{last name}	jdoe@pwaplan.com	4.2%
{first name}.{last name}	john.doe@pwaplan.com	4.2%

About Professional Wealth Advisors

We are a client-focused wealth management firm providing guidance for business owners and executives, independent women, endowments and foundations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Partner

Director

Employees by Department

Professional Wealth Advisors has 24 employees across 5 departments.

Departments

Number of employees

Funding Data

Professional Wealth Advisors has never raised funding before.

Frequently asked questions

Professional Wealth Advisors is located in Downers Grove, Illinois, US.

You can reach Professional Wealth Advisors at +16302144700.

Professional Wealth Advisors generates an estimated annual revenue of $3,935,530. This revenue figure reflects the company's market position and business performance in its industry.

Professional Wealth Advisors has an estimated valuation of $12,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Professional Wealth Advisors was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Professional Wealth Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.