Proprietor Wealth Management Revenue

Financial Services • San Francisco, California, United States • 1-10 Employees

Proprietor 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

Key Contact at Proprietor Wealth Management

Mark Bourguignon

President and Founder

Company overview

Headquarters	San Francisco, California, United States
Phone number	+14155697909
Websites	proprietorwm.com ascendwealth.com
NAICS	52
Keywords	Financial Planning, Investment Management, Tax And Risk Management
Founded	2015
Employees	1-10
Socials

Proprietor Wealth Management Email Formats

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

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

About Proprietor Wealth Management

Proprietor Wealth Management is an independent private wealth management firm that works with individuals and families. We provide the highest standard of care and ethics in the investment industry—a fiduciary standard—which means that our advice as your trusted advisor always serves a single purpose: TO BUILD FINANCIAL SECURITY AND WEALTH FOR YOU AND YOUR FAMILY We work closely with our clients in order to understand their unique needs, goals and risk tolerance. We then build customized investment portfolios of institutional-class funds designed specifically for long-term investors who are seeking an alternative to what is commonly available among the investment industry. Our strategy is based on sound, time-tested principles that have been confirmed by Nobel Prize-winning research and decades of empirical evidence. Our commitment is to manage your assets with an unwavering dedication to academic rigor, discipline, and transparency in order to achieve better investment outcomes while minimizing your costs, your risk, and your tax burden.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Proprietor Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Proprietor Wealth Management has never raised funding before.

Frequently asked questions

Proprietor Wealth Management is located in San Francisco, California, US.

You can reach Proprietor Wealth Management at +14155697909.

Proprietor Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Proprietor Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

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

Key Contact at Proprietor Wealth Management

Mark Bourguignon

President and Founder

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